A San Diego man already facing federal charges for allegedly posing as a doctor in order to solicit sexually explicit material from a 15-year-old Florida boy pleaded not guilty Thursday to state ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar. In a new ...

ETFs have surged in popularity, with net inflows of $539 billion in 2023, per JPMorgan. Model portfolios using ETFs have grown, doubling assets under management from 2016 to 2023. JPMorgan's chief ETF ...

State Street Global Advisors is aiming to grow its model-portfolio business fivefold in as many years as off-the-shelf investment strategies boom across Wall Street. The asset manager is targeting ...

LPL Financial last week informed its advisers about a fee increase for a third-party money management platform, and the coming change has some advisers howling. The fee increase affects financial ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...