The initiative is part of DEWA’s ongoing efforts to develop the leadership and innovation skills of its female employees ...

With women expected to inherit $9 trillion in the 'sideways succession,' those who already have more than $1 million in assets say they have no plans on winding down their careers any time soon.

Model portfolios have become the default choice for thousands of advisers seeking scalable, consistent investment solutions for clients. But as Consumer Duty pushes firms to deliver clearer value, ...

New offering combines third-party model portfolios with direct indexing capabilities for tax-smart transitions and proactive tax loss harvesting Tailored Allocation Portfolios combine the flexibility ...

Andy Parsons, head of investments & protection at Defaqto, looks at the top and bottom performers in the Adventurous model portfolio universe. The way in which the Defaqto MPS Comparator peer groups ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

Asset Allocator’s sneaky suspicion that strategic bond funds are on the rise again was validated by the most recent ISS Market Intelligence report, which noted significant inflows into this particular ...

The Morgan Stanley Global Investment Committee (GIC) has advised clients to allocate a small portion of their portfolios to cryptocurrency, recommending between 2% and 4% depending on risk appetite.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

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 ...

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 ...

Envestnet took a major step toward providing advisors and their clients with greater access to alternative investments and private markets on Wednesday. Via partnership with asset managers BlackRock, ...