A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

This year has been a testament to financial markets' remarkable ability to look past the noise. Throughout 2025, investors faced a barrage of potential shocks, from escalating tariff threats to ...

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

The ultrarich may be different from you and me, but that doesn't mean mainstream investors can't profit from the family office strategies used to serve them. Processing Content Bob Fraser is ...

In the world of finance and investing, the term "financial portfolio" is ubiquitous. All types of investors, large and small, individual and institutional, talk of adding to, taking from and ...

Creating a robust financial portfolio is a fundamental step toward achieving long-term financial stability and success. Whether you are a novice investor or someone looking to refine their investment ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...