I have incrementally shifted the Model Allocation Portfolio to a more defensive stance. Here's what investors need to know.

I present a model portfolio of established, profitable, dividend-paying stocks and ETFs designed to outperform the S&P 500 through capital appreciation. My selection criteria focus on positive ...

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 ...

Kotak has a price target of ₹2,500 on Bajaj Finance, which implies an upside potential of 41%, and that of ₹375 on Eternal, which implies an upside potential of 70% over the next 12 months from ...

Goldman Sachs' (GS) asset management arm and T. Rowe Price Group (TROW) introduced co-branded model portfolios to meet the needs of advisors serving mass-affluent and high-net-worth clients, the ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

RBC Capital Markets swapped BCE (BCE.TO, BCE) in and Telus (TU, T.TO) out of the spring edition of its model Canadian equity portfolio, while tilting the overall balance further towards gold-related ...