Learn about the Intertemporal Capital Asset Pricing Model (ICAPM), which helps investors manage market risks through strategic, time-considered portfolio adjustments.

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

With growing interest in model portfolios and investment models, platforms are enhancing their offerings for advisors with new options. This week, CAIS has announced the onboarding of four major names ...

LiveWell Models, a series of risk-based asset class model portfolios created for the LiveWell Retirement Series, were introduced by Sammons Retirement Solutions Inc. The models, powered by Morningstar ...

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

Like you, I was sitting in my office in fourth quarter of 2008 looking for a safe place from the earthquake of bad news that was pummeling the capital markets. Like you, I was surprised that even my ...

My inflation sensitive Model Portfolio outperformed the S&P 500 in January 2026, driven by strong returns in Precious Metals, Quality Stocks and ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Asset-based fee models are winning at the expense of commission-based structures as advisors shift toward more profitable arrangements, a new report found. The traditional assets under management (AUM ...

Healthcare organizations today are faced with multiple competing financial and operational challenges that make it difficult to strategically plan long-term. One strategic lever that is often ...