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 ...

Koyfin introduces performance attribution and contribution tools to help financial advisors analyze portfolio returns and investment decisions.

Your quarterly statement reveals four basic index funds inside a model portfolio charging 1% annually, and that gap between ...

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 ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

The Model Shadow Stock Portfolio declined 2.2% in September, as rising interest rates and broad weakness among smaller ...

You could argue that model portfolios and exchange traded funds (ETFs) go hand in hand. After all, ETFs and their broad diversification benefits have made it easy for financial advisors, institutional ...

Whether you're a new or veteran investor, you probably want a lot of different things from an investment. But, deciding which investments will help you achieve your financial goals may be a bit of a ...

VALLEY FORGE, Pa., Aug. 12, 2026 /PRNewswire/ -- Vanguard continues to expand its model portfolio offering with the introduction of Vanguard Custom Model Portfolios, providing financial advisors with ...

For many advisors and investors, building and designing a model portfolio seems like a daunting task. Putting together a group of asset classes designed to meet a set of goals can feel like a complex ...

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 ...