More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth space fueled advisor adoption of private investments in 2024, ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...

Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...