This likely shift could be driven by the need for better risk management and downside protection, but also by the potential ...

Here’s what you need to know about creating and offering custom model portfolios for your clients. Model portfolios are prebuilt collections of investments that advisors can access through model ...

Last year, I wrote about direct indexing, a lesser-known investment approach that started outpacing both ETFs and mutual funds in investor adoption. One of the hallmarks of this approach, that ...

By tapping into scaling solutions such as direct indexing, you can deliver a better client experience with personalized portfolios—with the bonus of having more time to grow your business. Peter ...

Demand for custom model portfolios is growing to meet investors’ needs. Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with ...

Investing.com -- BlackRock (NYSE: BLK ), the multinational investment management corporation, has announced the launch of its first model portfolio that combines private and publicly traded assets.