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 ...

The Challenge: Breaking Free from One-Size-Fits-Al... Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Fidelity Investments will now offer alternative investments as options for its custom model portfolios for RIAs and broker/dealers. Fidelity Custom Model Portfolios will allow advisors to combine ...

Fidelity Investments has struck a strategic deal to offer custom model portfolios that will include private market assets through Vestmark's platform. The Vestmark platform will allow RIAs and ...