Asset allocation software applications can help smooth the task of figuring what mix of investments will meet your clients' stated goals. Keep in mind that there are no real standards when it comes to ...

Financial planning isn't magic, but it is an art as much as it is a science. Different planning practices deal with different kinds of investment vehicles. But regardless of the vehicle, financial ...

Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...

Asset allocation is the process of determining how much a portfolio invests in stocks, bonds and cash. Each asset class has a different return and risk profile, so determining the appropriate ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

Maintaining a stable and secure income is an essential financial priority for retirees. Risks such as inflation, stock market fluctuations and unexpected expenses can pose threats to retirement ...

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 ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

Institutional investors are set to increase digital asset allocations in their portfolio to 7% by 2027, with the market for tokenized assets projected to surpass $10 trillion by 2030, signaling ...