Cerulli research shows a surge in demand, with RIAs and broker/dealers alike pursuing greater flexibility and tax efficiency.

Discover the principles, benefits, and limitations of strategic asset allocation. Learn how to implement this long-term ...

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 ...

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...

The economy and risk assets seem to be telling a conflicting story. In this environment, we believe there’s no better time to ...

Allocating your money across different types of assets is a proven strategy to help you invest smarter. But in order to make the most of that strategy, you'll want to follow asset allocation models ...

Pull holdings data from your brokerage, the fund company or a reputable aggregator. When you paste facts into AI, specify the source in plain language (e.g., “Facts from brokerage statement dated June ...

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans. The 2006 Pension Protection ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Typical asset allocation models were created during a time when bond yields averaged 5% and stocks returned roughly 9%. With that data in mind, a 60% stock, 40% bond portfolio would yield an annual ...