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 ...

Model marketplaces are popping up everywhere, like daffodils in springtime. They give advisers access to model portfolios built by asset management firms and "fund strategists." Advisers can implement ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

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This dissertation aims to help infrastructure organizations in developing countries better understand how they could improve their performance in managing infrastructure assets and services.

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

Disruptive trends in the power sector can complicate transmission and distribution (T&D) asset management. But a comprehensive digital transformation plan can help asset managers develop data-driven, ...

There’s nothing more basic to a retirement plan than your client’s career—income from work makes everything else possible. I spoke recently with Haubrich about his model for career asset management ...