He shared screenshots of his portfolio showing holdings and each position's worth. His portfolio's total worth reached just over $1 million as of his post. He shared his investing strategy: "I pretty ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

Kestra Investment Management recently announced the launch of its first two model portfolios series. The portfolios, which are exclusively designed for financial professionals associated with Kestra, ...

NEW YORK--(BUSINESS WIRE)--iCapital 1, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, today announced the launch of ...

Webull enhances its advisory platform by integrating BlackRock's model portfolio capabilities, expanding investment options to better serve a broad range of investment needs. ST. PETERSBURG, Fla., May ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

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 ...