Creating a balanced portfolio is a key investment strategy that aims to manage risk and optimize returns. By incorporating a diverse mix of assets such as stocks, bonds and sometimes alternative ...

iCapital, a global Fintech platform aiming to fuel the alternative investment marketplace for the wealth management industry, has announced the introduction of iCapital Model Portfolios. Today, the ...

Christine Benz: These are various asset allocations, various combinations of stocks and bonds and cash, that someone might have used during their retirement drawdown period. And what you can see is ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...

Most retirees will use bonds and cash to manage risks, but we can also layer in defensive stocks. Consumer staples, healthcare and utilities stocks were far superior to the traditional balanced ...

With all the market ups and downs in 2025, one thing’s clear: diversification still works. After years of leading the pack, US stocks have hit a rough patch thanks to renewed global trade tensions, ...

A friend of mine was showing me his 401(k) statement the other day, and looking at it, there was a resemblance to a colorful pizza pie. This colorful pizza pie was spread between large cap funds, ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...