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

"All those mutual fund models are going the way of the dodo, and you have more folks using now actively [or passively] managed ETFs, alongside third-party index ETFs," said Brett Sheely, vice ...

On Tuesday, Goldman Sachs Asset Management announced that it’s partnering with two fintech firms to create model portfolios including both public and private investments. In a press release, the firm ...

Capital Group has launched eight active ETF model portfolios at a time when such products are exploding in popularity. The new Capital Group ETF are the Global Growth Model, Growth Model, Moderate ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision came this week as the asset manager adjusted its entire model suite, ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...

BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported ...

A growing share of financial advisers are outsourcing their investment management to third parties. Assets following model portfolios—preset investment templates designed by money managers—rose to a ...

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 ...

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 ...