BlackRock (NYSE: BLK) has gone live with a "customizable" public-private model portfolio within a Unified Managed Account ...

BlackRock (BLK) went live with its customizable public-private model portfolio with a Unified Managed Account ("UMA"), the ...

This likely shift could be driven by the need for better risk management and downside protection, but also by the potential ...

In a world where every dollar counts, knowing exactly where your money goes is essential. You trust a financial advisor to ...

If selected and configured wisely, model portfolios can deliver institutional-grade solutions in a cost-effective way. As the ...

Leading financial advisory firm World Investment Advisors, LLC (World) announced today the launch of World Managed Account Platform (WorldMAP), its new open-architecture, multi-custodial investment ...

As group president of Envestnet Solutions and co-chief investment officer at Envestnet, D'Auria is responsible for research, ...

CICC Wealth Management continues to invest heavily in financial technology and in improving its digital ecosystem.

Advisers who use managed accounts are saving three days a week on average, according to research from Investment Trends and ...

With bold bets on Generative AI, SaaS, and large account expansion, this mid-tier IT firm is defying the slowdown—staying ...

Tenev said that in financial services, loyalty is particularly important because it’s “equivalent to wallet share.” ...

More financial advisers are putting client money into managed accounts to free up their time to grow their books, but some in ...