A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

TORONTO, Jan. 19 /CNW/ -- MFC Global Investment Management today announced the appointment of Don Rich as Vice President and Head of Tactical Asset Allocation. Dr. Rich, who will be based in Toronto, ...

The Voya Index Solution Portfolios’ primary performance objective is to outperform its strategic allocation benchmark over the long term through tactical asset allocation. U.S. stocks fell due to ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

There’s no consensus on what defines “tactical” for asset allocation. Strictly speaking, it’s tempting to define anything other than a buy-and-hold strategy as tactical. The lines can blur, but ...

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 ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Shares are still the main engine for growth in our portfolios and so far in 2026, the continued holding of ETFs tracking the ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...