"All those mutual fund models are going the way of the dodo, and you have more folks using now actively [or passively] managed ETFs, alongside third-party index ETFs," said Brett Sheely, vice ...

The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.

The proliferation of exchange-traded funds over the past few years has opened up the doors to previously difficult-to-reach corners of the global market, making it easy and cost-effective for ...

Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision came this week as the asset manager adjusted its entire model suite, ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

Goldman Sachs Asset Management and T. Rowe Price are bringing to market the first batch of co-branded model portfolios that the giant asset managers created through the strategic alliance they ...

Together, investing in these funds can give you a position in many of the top dividend stocks and growth stocks in the world.

In building portfolios for clients, financial advisors are leaning into large cap group domestic equities, developed markets for international equities, high-yield bonds in fixed-income allocations ...

These ETFs possess structural characteristics that make them perennially good buy-and-hold options for a wide variety of ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...