Key Takeaways The 60/40 portfolio no longer reflects modern market dynamics, according to José Minaya of BNY.A better model ...

Richard Bernstein, founder of the eponymous firm, will join Janus as global head of macro and customized investing.

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

As the first manager traded strategies available on AIM's Nucleus Model Marketplace, Schwab Asset Management will manage the day-to-day trading. The AIM investment team currently builds and trades ...

The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which ...

We expect 2026 to be characterized by above-trend growth, easing policy, and accelerating productivity — a backdrop we ...

King isn’t your typical property manager; he’s a digital marketing veteran who has traded algorithms for assets, bringing a ...

Custom Premier is designed to meet the evolving needs of advisors by enabling them to deliver highly customized investment strategies at scale.

Etihad Capital PJSC and Saxo Bank have signed a Model Manager agreement that extends their partnership beyond execution and ...