Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

SAN MATEO, Calif.--(BUSINESS WIRE)--Model N, Inc. (NYSE: MODN), a leader in revenue optimization and compliance, concluded Rainmaker22 last week, its 18 th annual thought leadership and educational ...

Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with their client’s unique needs and preferences. With custom model assets surpassing ...

We recently compiled a list of the 10 Important AI News and Ratings for Today. In this article, we are going to take a look ...