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 ...

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 ...

Rob is a Contributing Editor for Forbes Advisor, host of the Financial Freedom Show, and the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom. He ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

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 ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

Mid Atlantic announces the expansion of ModelxChange ®, launching ModelxChange Gallery to provide 401(k) professionals with access to mutual fund and ETF portfolio construction and management from ...

The core advice revolves around maintaining discipline, aligning moves and calls to the long-term goals, and only making ...

Forbes contributors publish independent expert analyses and insights. I identify the pure investment merit of assets with a macro lens. If you believe the next 10 years of investing will be just like ...

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 ...