This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

Build a 6.86%-yield 60/40-like portfolio with CEFs/ETFs that beat the standard mix since 2008. Read the full analysis here.

LIVONIA, Mich., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward ...

Vestmark and T. Rowe Price are teaming up on a new model portfolio offering aimed at RIAs looking to scale personalization and tax management for clients without building everything in-house. The ...

Crypto asset manager Bitwise launched seven model portfolios focused on digital assets. The portfolios, tailored to serve different investor risk preferences, will allow financial advisors to give ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

Kotak has made selective changes after the market fall, exiting one stock and raising exposure to two others where it sees ...

Advisors gain access to open-architecture model portfolios featuring VanEck’s thematic investing strategies and Vestmark’s overlay and tax management capabilities As part of the initiative, VanEck ...

Bitwise Asset Management has unveiled its new Model Portfolio Solutions tailored specifically for digital assets. Announced on February 3, 2026, this initiative aims to simplify how advisors ...