Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

Regardless of how reliant a practice is on model portfolios created by others, advisors generally want clients to view them as their money manager. Most still provide some form of security or fund ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend more time on client service. More adviser practices are embracing ...

While the share of AUM financial advisors allocate to model portfolios has risen modestly in the past few years, there has been a significant change in how advisors use the models, according to the ...

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 ...

Risk modeling comes in varying shapes and sizes throughout the financial world. Having previously worked as a derivatives trader on the Chicago Board Options Exchange and as a senior risk analyst, I ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it optimizes portfolios for better performance.