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Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios RisesAdvisor Use of Custom Model Portfolios Rises

The firm estimates that assets in custom models increased by nearly 50% between mid-2023 and late 2024.

byDavid Bodamer, Executive Editor, Investments
Feb 11, 2025
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1 Min Read
American flag US stocks stock market ETFs
ETFs
U.S. ETF Industry Starts 2025 Strong with 75 Listings in January75 New U.S. ETFs Launched in January
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Super Bowl 59 Chiefs Eagles investing markets stock market
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Super Bowl Market Indicator – Myth or Truth?Super Bowl Market Indicator – Myth or Truth?
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Direct Indexing Platform Frec Adds Portfolio Allocation FeatureDirect Indexing Platform Frec Adds Portfolio Allocation
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DeepSeek AI
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Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing GrowthQ&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth
byDavid Bodamer
Jan 28, 2025
1 Min Read
AI stock market growth chart
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10 Investment Must Reads for This Week (Jan. 28, 2025)
10 Investment Must Reads for This Week (Jan. 28, 2025)
Jan 28, 2025
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1 Min Read
byWealthManagement.com Staff
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RIA
Advisor Sentiment Index: RIA Economic Optimism Ends 2024 at Record High
Advisor Sentiment Index: Economic Optimism Ends 2024 at Record High
Jan 27, 2025
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1 Min Read
byWealthManagement.com Staff
Stock Chart
Estate Planning
Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock
Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock
Jan 23, 2025
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1 Min Read
byTimothy J. Meinhart
stock market chart
Equities
There Are Stock Gems to Mine Before the Bots Take Over
There Are Stock Gems to Mine Before the Bots Take Over
Jan 21, 2025
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1 Min Read
byNir Kaissar
Donald Trump signs executive orders
Equities
11 Investment Must Reads for This Week (Jan. 21, 2025)
11 Investment Must Reads for This Week (Jan. 21, 2025)
Jan 21, 2025
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1 Min Read
byWealthManagement.com Staff
60/40 pie chart
Fixed Income
Seven Investment Must Reads for This Week (Jan. 14, 2025)
Seven Investment Must Reads for This Week (Jan. 14, 2025)
Jan 14, 2025
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1 Min Read
byWealthManagement.com Staff
dollar-stock-chart-graph.jpg
Equities
U.S. Economic Resilience Is the Main Story for Q4
U.S. Economic Resilience Is the Main Story for Q4
Jan 14, 2025
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1 Min Read
byLarry Swedroe, Head of Financial and Economic Research
Joe DeVico, BlackRock's co-head of wealth advisory model portfolios
Alternative Investments
BlackRock: Interest in Private Markets Will Accelerate Model Portfolio Adoption
BlackRock: Interest in Private Markets Will Accelerate Model Portfolio Adoption
Jan 14, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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Alternative Investments
Nareit: REITs Should be Viewed as Real Estate, Not Equities
Nareit: REITs Should be Viewed as Real Estate, Not Equities
Jan 8, 2025
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
Adjusted for Risk Zephyr podcast
ETFs
Adjusted for Risk: Including Preferred Stocks in Your Equity Income Investment Strategy
Adjusted for Risk: Including Preferred Stocks in Your Equity Income Investment Strategy
Jan 6, 2025
byRyan Nauman, Market Strategist
Wall Street bull
Equities
Don’t Fear the Froth. Stay Invested Even If Stocks Are Overvalued
Don’t Fear the Froth. Stay Invested Even If Stocks Are Overvalued
Jan 3, 2025
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1 Min Read
byNir Kaissar
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Stock Bears Are Going Extinct. Time to Worry?
Stock Bears Are Going Extinct. Time to Worry?
Jan 2, 2025
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1 Min Read
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Five Questions For Financial Markets Heading into 2025
Five Questions For Financial Markets Heading into 2025
Dec 20, 2024
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1 Min Read
byRyan Nauman, Market Strategist
Tom Cohn deputy CIO Cerity Partners
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Cerity Partners Bets on Private Markets for Outsized Growth
Cerity Partners Bets on Private Markets for Outsized Growth
Dec 19, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025
With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025
Dec 18, 2024
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1 Min Read
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RIA Edge
Advisor Sentiment Index: Optimism Spikes After Trump Victory
Advisor Sentiment Index: Optimism Spikes After Trump Victory
Dec 18, 2024
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1 Min Read
byWealthManagement.com Staff
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Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs
A Favorable 2025 Outlook for REITs
Dec 12, 2024
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
State Street Global Advisors NYSE
Investing Strategies
State Street: Use of Model Portfolios Leads to Happier Clients
State Street: Use of Model Portfolios Leads to Happier Clients
Dec 11, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
coins in multiple holes
Alternative Investments
11 Investment Must Reads for This Week (Dec. 10, 2024)
11 Investment Must Reads for This Week (Dec. 10, 2024)
Dec 10, 2024
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1 Min Read
byWealthManagement.com Staff
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Equities
What You Need to Know About Investing During the Holidays
What You Need to Know About Investing During the Holidays
Dec 6, 2024
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1 Min Read
byRyan Nauman, Market Strategist
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11 Investment Must Reads for This Week (Dec. 3, 2024)
11 Investment Must Reads for This Week (Dec. 3, 2024)
Dec 3, 2024
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1 Min Read
byWealthManagement.com Staff
Dilshod Jumaniyazov, co-founder and CEO of halal fintech platform Musaffa.
ETFs
Musaffa Wants More Muslims to Invest Ethically
Musaffa Wants More Muslims to Invest Ethically
Dec 3, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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Equities
The Magnificent 7 Are Beginning to Look Average
The Magnificent 7 Are Beginning to Look Average
Nov 26, 2024
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1 Min Read
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Equities
Trump Is Making the 60/40 Portfolio Great Again
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Nov 22, 2024
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1 Min Read
SEI
Alternative Investments
SEI Adds New SMAs to Product Lineup
SEI Adds New SMAs to Product Lineup
Nov 19, 2024
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
Adjusted for Risk Zephyr podcast
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Adjusted for Risk: Impact of the Election Results on Emerging Market Debt
Adjusted for Risk: Impact of the Election Results on Emerging Market Debt
Nov 12, 2024
byRyan Nauman, Market Strategist
etfs
ETFs
10 Investment Must Reads for This Week (Nov. 12, 2024)
10 Investment Must Reads for This Week (Nov. 12, 2024)
Nov 12, 2024
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1 Min Read
byWealthManagement.com Staff
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Equities
Advisors Urge Patience Before Adjusting Portfolios in Response to Trump Win
Advisors Urge Patience Before Adjusting Portfolios in Response to Trump Win
Nov 6, 2024
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
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Equities
Stocks Care About Trump and Harris for One Big Reason: Taxes
Stocks Care About Trump and Harris for One Big Reason: Taxes
Nov 5, 2024
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1 Min Read
byNir Kaissar

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