A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

At the time of curating their portfolio, investors tend to weigh the pros and cons of different mutual fund categories. One mutual fund may be the right fit for you based on your risk appetite and ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity ...