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 ...

Solid overall performance, but I am taking my lumps thus far in February, especially with respect to the ASST and BMNR, two digital asset treasury companies. Overall, the Portfolio did very well in ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

I wish I could say that I captured all the gains of IDR and ORLA, but I have taken profits along the way, and, in the case of ORLA, my entry point was not January 1, 2025. Crypto stank it up, and ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

BlackRock has added a 1% to 2% allocation of the iShares Bitcoin Trust (IBIT) to its model portfolio that allows for alternative assets. This marks the first time BlackRock has included IBIT in any of ...

Bloomberg Market Specialists Constantin Cosereanu and Douglas Edler contributed to this article. The original version appeared first on the Bloomberg Terminal. What should your post-pandemic asset ...

The Washington State Investment Board (“WSIB”) is an independent state agency that manages investments for 17 retirement plans for public employees, teachers, school employees, law enforcement ...