"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 ...

Bitwise debuts seven model portfolios focused on digital assets to help financial advisors allocate client funds across ...

Bitwise launches crypto model portfolios on major advisory platforms, enabling financial advisors to allocate digital assets using ETFs.

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 ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and ...

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

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

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Morgan Stanley's Bitcoin and Solana ETF filings show how crypto is moving from optional exposure to integrated wealth infrastructure where bank control matters.

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

Fixed-income manager F/m Investments on Thursday rolled out a new structure allowing investors to access its flagship 3-month U.S. Treasury bill strategy through both ETF and mutual fund share classes ...