Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report and a ...

A major trend in wealth management is personalization. Due to new technology, financial advisors are now able to offer customized products and solutions without sacrificing scalability. It can help ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

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 ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...

U.S. equities have dominated since the global financial crisis, but market leadership is cyclical. Abandoning international stocks in hopes of continued U.S. outperformance assumes this cycle is ...

BRISBANE, Australia, Sept. 24, 2025 /PRNewswire/ -- Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional ...