A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

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 ...

Brooks Friederich is a little-known figure in the world of investment advisory, even among the Wall Street cognoscenti. Yet every year, the 39-year old — and his Berwyn, Pennsylvania-based employer ...

Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios for its ...