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 ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

There’s a lot more to modeling than being “really, really, ridiculously good-looking” (to quote Derek Zoolander)—money is also often required to break into the industry. Still, with enough ...