More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

In the world of finance and investing, the term "financial portfolio" is ubiquitous. All types of investors, large and small, individual and institutional, talk of adding to, taking from and ...