Jacobi is a global investment technology provider for multi-asset investment teams. Capabilities include model portfolio ...
Toronto-based wealthtech OneVest recently launched its model portfolio marketplace, which features model portfolios with iShares and Vanguard asset allocation ETFs. Firms using OneVest can choose ...
VALLEY FORGE, Pa., July 28, 2025 /PRNewswire/ -- Vanguard today expanded its lineup of dynamic asset allocation fixed income model portfolios for advisors. Two new model portfolios, Vanguard Fixed ...
(Reuters) - BlackRock has launched its first model portfolio blending private and publicly traded assets, it said on Wednesday, as it looks to expand its footprint in the lucrative private market ...
Since its inception in 1993, the AAII Model Shadow Stock Portfolio has a compound average annual return of 13.1%, versus Vanguard 500 Index’s average annual gain of 10.6% over the same period. The ...
There was one dividend increase during the month. On Sept. 25, Emera Inc. (EMA) hiked its dividend by 1 per cent to $2.93 ...
The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...
David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...
Christine Benz: Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that ...
It is almost a truism these days that large mining companies are clueless on capex but we are starting to wonder if the rocketing capex for major projects may not be a case of “the lady doth ...
This article is 3 years old. Some details may be outdated. I have dropped the Complete Couch Potato and Über-Tuber from the lineup. All of the model portfolios now include only traditional index funds ...
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