I have incrementally shifted the Model Allocation Portfolio to a more defensive stance. Here's what investors need to know.

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

It was just a matter of time, but Envestnet is officially getting in on the alts model portfolio act. On Wednesday, the wealth tech giant announced it is helping its advisor and wealth enterprise ...

VALLEY FORGE, PA — Vanguard has expanded its suite of model portfolio solutions with the launch of two new dynamic asset allocation fixed income models designed for financial advisors. The ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

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, ...

Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...

RBC Capital Markets swapped BCE (BCE.TO, BCE) in and Telus (TU, T.TO) out of the spring edition of its model Canadian equity portfolio, while tilting the overall balance further towards gold-related ...