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 ...
OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced the launch of a new suite of ETF portfolios utilizing Capital ...
OAKS, PA — SEI® (NASDAQ: SEIC) has unveiled SEI Strategies with Capital Group®, a new lineup of model portfolios designed to enhance investor portfolio construction. These strategies, which consist ...
Capital Group has launched eight active ETF model portfolios at a time when such products are exploding in popularity. The new Capital Group ETF are the Global Growth Model, Growth Model, Moderate ...
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 ...
iCapital, the leading global fintech and alternative investments platform, is making it easier for advisors to scaleably diversify their clients’ portfolios beyond traditional public investments. On ...