StepStone Group (Nasdaq: STEP), a leading global private markets investment firm, today announced the launch of StepStone Total Portfolio Allocator, an interactive modeling tool that provides wealth ...
Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...
The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...
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 ...
NEW YORK, June 8, 2026 /PRNewswire/ -- VanEck today announced that a suite of its ETF model portfolios is now available through Amplify Platform, the AI-native growth platform purpose-built for ...
Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...
I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...
New partnership provides Amplify Platform advisors access to VanEck's multi-asset model portfolios, strategies that combine active insights with diversified exposure across equities, fixed income, ...
This model portfolio design places model portfolio data on the blockchain as a smart contract for flexibility and portability, enabling on-chain evaluation of alignment of the consumer’s portfolio ...
BOSTON--(BUSINESS WIRE)--Fidelity Institutional℠ today announced four new target allocation mixes in its Fidelity Target Allocation, Fidelity Target Allocation Blended and Fidelity Target Allocation ...
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