I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

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 ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

One of the most important tools for those interested in breaking into modeling are modeling digitals, often called Polaroids by those in the industry. Aspiring models need to know how to create ...

There’s a lot more to modeling than being “really, really, ridiculously good-looking” (to quote Derek Zoolander)—money is also often required to break into the industry. Still, with enough ...