Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

What Is an Investment Manager? An investment manager is a financial professional who specializes in managing investment portfolios on behalf of clients, including individuals, institutions, and ...

With a potent cocktail of macroeconomic volatility, regulatory headwinds, and paradigm-shifting technology happening, the most successful investment managers in 2025 are not just weathering disruption ...