Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

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 ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

"All those mutual fund models are going the way of the dodo, and you have more folks using now actively [or passively] managed ETFs, alongside third-party index ETFs," said Brett Sheely, vice ...

It was just a matter of time, but Envestnet is officially getting in on the alts model portfolio act. On Wednesday, the wealth tech giant announced it is helping its advisor and wealth enterprise ...

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

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 ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

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 ...

CHICAGO--(BUSINESS WIRE)--Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform ...