Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

LIVONIA, Mich., March 11, 2025 (GLOBE NEWSWIRE) -- Advisors who are using third-party model portfolios most appreciate their ability to improve efficiency and free up time for business development.

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

Long-term investors often encourage three guiding principles: remain invested throughout the various stages of the economic cycle, contribute systematically to one's portfolio and be adequately ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

We conducted a comprehensive study to evaluate the impact of incorporating bitcoin and ether into a traditional 60% equity/40% bond investment portfolio. The findings indicate that a strategic ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...