Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

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 Associates ...

The investment seeks a high level of total return consistent with a conservative level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Asset allocation is the composition of your investment portfolio across different asset types and classes, such as stocks and bonds. Stocks and bonds are two headlining ingredients in a successful ...