This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

BX Partners announced the launch of 12 open-architecture portfolio models on the Nitrogen Partner Store. The BX models provide financial advisors with access to nonproprietary stock-and-ETF portfolios ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

Bitwise debuts seven model portfolios focused on digital assets to help financial advisors allocate client funds across ...

Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors ...

Bitwise Asset Management has unveiled its new Model Portfolio Solutions tailored specifically for digital assets.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...