Vanguard's latest launches, focused on after-tax returns and higher yields for clients, reflect a broader industry shift as ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

The diversification benefits of EM bonds, combined with the added potential of active management, support giving them a ...

There was one dividend increase during the month. On Sept. 25, Emera Inc. (EMA) hiked its dividend by 1 per cent to $2.93 annually, marking its 19th consecutive annual increase. Be smart with your ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Barclays estimates returns of between 10% and 11% for hedge-fund investors A simple 60/40 portfolio model would've easily beaten the returns that hedge-fund investors enjoyed, according to an estimate ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...

A portfolio career is an intentional model involving multiple streams of work aligned to your strengths and values.