Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

The Prudent Investor Rule compels trustees to consider diversifying assets. To help them, trustees use asset allocation models. Yet many of these models fall short when it comes to evaluating ...

Bitcoin volatility is pushing investors toward diversified crypto allocation models to manage risk, stabilize returns, and improve long-term portfolio performance.

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

Mid Atlantic announces the expansion of ModelxChange ®, launching ModelxChange Gallery to provide 401(k) professionals with access to mutual fund and ETF portfolio construction and management from ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Financial advisers have to understand that traditional tools for managing money don't work anymore, said popular author and newsletter publisher John Mauldin. "It's the end of the debt supercycle [and ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that aren’t widely recognized. Many fewer companies now meet the conventional definition (used ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

NORTH PALM BEACH, Fla., Dec. 19, 2025 (GLOBE NEWSWIRE) -- SRx Health Solutions, Inc. (NYSE American: SRXH) (the “Company”), which recently announced a definitive agreement to acquire EMJ Crypto ...