Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Barclays estimates returns of between 10% and 11% for hedge-fund investors A simple 60/40 portfolio model would've easily beaten the returns that hedge-fund investors enjoyed, according to an estimate ...

The proliferation of exchange-traded funds over the past few years has opened up the doors to previously difficult-to-reach corners of the global market, making it easy and cost-effective for ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

Investing with a static portfolio allocation allows investors to "Set and Forget." "Set and Forget" portfolio options include all-in-one mutual funds and also ETF portfolios with a fixed asset ...

It sounds like a procurement decision: pick a frontier LLM, standardize, negotiate pricing, and scale rollout. But in 2026, that mindset quietly breaks—because the enterprise problem is no longer ...