We've constructed three model portfolios using only funds from the Kiplinger 25, a list of our favorite no-load mutual funds. These plans are designed for investors with different goals, time horizons ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the last two years, per Escalent. Financial advisers are evolving ...

The recent tumult of surging redemption requests at private credit non-traded BDCs has done nothing to dissuade enthusiasm for alternative investments in the wealth channel, based on the mood at the ...

New Model Portfolios Simplify and Scale Access to Private Markets Franklin Templeton, a global investment leader, today announced the launch of its Private Markets Model Portfolios, developed in ...

Fidelity is rolling out new model portfolios and an education program aimed at helping RIAs and other wealth managers add alternative investments to client accounts, as the case for exposure to ...

Goldman Sachs Asset Management and T. Rowe Price have launched four co-branded model portfolios aimed at advisors serving mass affluent and high-net-worth investors. The models are the first in a ...

Vestmark and T. Rowe Price are teaming up on a new model portfolio offering aimed at RIAs looking to scale personalization and tax management for clients without building everything in-house. The ...

Models provide curated crypto access for the fast-growing RIA platform whose advisors manage over $8 billion on behalf of clients. "RFG was built with an emphasis on innovation and growth," said Rick ...