The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes ...

David Schassler of VanEck offers a comprehensive perspective on market trends, asset allocation and strategy analysis.

Model portfolios continue to expand, increasing to nearly $424 billion USD. Assets in model portfolios have surged by 48% over two years, reflecting their growing popularity and effectiveness in ...

I am going on the maximum defensive with my 2025 model portfolio update, moving out of direct equities funds and including ...

While they might not make it into advisors' toolkits anytime soon, the new offerings could be a good onramp for retail ...

As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

Vanguard is bringing its fixed income portfolio construction expertise to financial advisors through the launch of the firm's first dynamic asset allocation fixed income model portfolios. Available ...

Within strategic and tactical model styles, LPL's research focuses each model on an investment theme or objective, the firm said in its Model Wealth Portfolios filing. For example, the research team ...

Despite bursts of outperformance, small- and mid-cap stocks (SMID) have underperformed large-caps year to date -- as they have over the past five years. But they may be in a better position to ...

Available today, Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return join the firm's lineup of model portfolios that provide financial advisors with access to broadly ...