The cutest Katrina story I have to tell has to do with my only God, Lata Mangeshkar. Back then Katrina and I used to speak regularly, not as regularly as Akshay Kumar and Kamal Haasan whom I spoke ...

A deep dive on gossip. Revolutionary history. A meditation on muscle. A closer look at the color blue. And memoirs galore.

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up.

How Model Portfolios Are Evolving Asset managers and financial advisors are collaborating to build portfolios for tomorrow, today.

The Standpoint Multi-Asset Fund remains the core at 40%, but swapping out FOF for the another fund-of-funds. Check out my updated Retiree Portfolio Model.

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 ...

Another benefit is that model portfolios provide an extra layer of due diligence, with 77% of advisors saying that they help with managing risk. In essence, it gives clients access to a higher ...

State Street Global Advisors is aiming to grow its model-portfolio business fivefold in as many years as off-the-shelf investment strategies boom across Wall Street.

The Best Allocation Model Portfolios for 2024 Eight multi-asset model portfolio series earn Morningstar Medalist Ratings of Gold.

The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.