Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors ...

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 ...

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 model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...

A model portfolio for advisers has been launched by 8AM Global. The actively managed portfolio has 100 per cent capital ...

Reach your investment goals with these three model portfolio plans using the Kiplinger 25, our favorite no-load mutual funds.

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 ...

With 2026 off to a strong start, investors may wonder whether the adage “As goes January, so goes the year” will again hold true for the Model Shadow Stock Portfolio.

Within the article, I list over 20 stocks to create an investment grade portfolio geared toward capital appreciation. This portfolio outperformed the S&P 500 Index with a 28.8% over the past 12 months ...