This and many other reasons are why model portfolios are gaining traction, with advisors seeking structured investment solutions using various portfolio allocation models. Advisors now face the ...

This likely shift could be driven by the need for better risk management and downside protection, but also by the potential ...

Discover 25 top investment-grade stocks to buy! See strategies to capitalize on market volatility and build a portfolio to ...

To simplify a bit, investors multiply the percentage each asset occupies in a model portfolio by the level of risk or returns it’s expected to deliver. Add up the percentage-adjusted risk levels ...

The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.

WealthManagement.com recently spoke to Warner about how the firm structures its Balanced Plus model portfolio (a 60/40 split), why he likes the interval fund vehicle for private exposure and how ...

Advisors who are using third-party model portfolios most appreciate their ability to improve efficiency and free up time for ...

The world's largest active asset manager is jumping in as the rise of active exchange-traded funds drives a broader ...

However, what constitutes a custom model can be a gray area. Too many customizations can change a portfolio’s composition and risk profile while eating into the time and resources saved by using ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The firm is adding a 1% to 2% allocation of the iShares Bitcoin Trust ETF ...

While that’s a small subset of BlackRock’s entire model portfolio business, the addition opens up a potential avenue of new demand for IBIT at a time when cryptocurrency sentiment is souring.