Financial advisors increasingly understand their value proposition is not their stock-picking savvy or ability to construct a bond portfolio. As the industry moves towards holistic wealth management ...

The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management so ...

The trillions of dollars in assets moving into model portfolios should come with a note of caution about ETF costs, returns and how they relate to conflicts of interest, a new study suggests.

It’s a simple truth: the more you do something, the better you’ll become at that task. For financial advisors, communicating with clients consistently and confidently is one of those skills that is ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...