Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

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: ...

AUSTIN, Texas--(BUSINESS WIRE)--Planview ®, the leading platform for Strategic Portfolio Management (SPM) and Digital Product Development (DPD), today announced it has completed its acquisition of ...