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 ...

WAKEFIELD, Mass.--(BUSINESS WIRE)--Vestmark, Inc., a leading provider of wealth management software and services, announced today a strategic relationship with Fidelity Investments to provide eligible ...

Wealth management software and services provider Vestmark Inc. and Fidelity Investments have agreed to provide an open-architecture custom model portfolio platform to eligible advisers. Participating ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

The image of the executive who loyally climbs the corporate ladder at one company is fading. In its place, the portfolio leader has emerged—a direct evolution of the portfolio career movement that ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

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 ...

It was just a matter of time, but Envestnet is officially getting in on the alts model portfolio act. On Wednesday, the wealth tech giant announced it is helping its advisor and wealth enterprise ...

Gensler and Perkins&Will maintain the ranking’s top two spots Unlike the weather, fashion, and the price of gas, the upper ranks of RECORD’s annual Top 300 American architecture firms by revenue list ...

After completing the Pre-Interior Design curriculum, students may apply for admission to the upper division of the Interior Architecture and Design (IAD) program and declare an IAD major. In the upper ...

Schaefer Architecture has acquired local firm Krehbiel Architecture to expand its portfolio. Left to right: Justin Graham, executive VP at Schaefer Architecture; Terry Wiggers, president of Schaefer; ...