Motilal Oswal revamps model portfolio, upgrading autos, adding Swiggy and Lupin; discover what's fueling these strategic ...

The number of asset managers participating in model portfolio programs has doubled over the past four years, rising from 90 to 214, according to “The State of Model Portfolio Programs,” a study from ...

Since its inception in 1993, the AAII Model Shadow Stock Portfolio has a compound average annual return of 13.1%, versus Vanguard 500 Index’s average annual gain of 10.6% over the same period. The ...

The objective was to create a stream of dividend cash flow that would grow reliably year after year. I’m pleased to report ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

Fidelity Investments has rolled out custom model portfolios with exposure to the private markets and will do the same for its turnkey models as well. The private market exposure is available through ...

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

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 ...