As sustainable investing continues to grow in popularity, so does the scrutiny around those strategies. Intentionally sustainable funds have been plagued by claims of greenwashing and price gouging.

The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

TORONTO--(BUSINESS WIRE)--OneVest, a leading wealth management technology company, today announced an exciting expansion to its Model Portfolio Marketplace, featuring the addition of Vanguard’s ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

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 ...

TFP is the modeling industry’s version of a coffee date: Both parties invest time and energy to see if there’s a spark, without any major commitment or cost. For those who have desire, drive, and a ...