Advisers are Adopting Technology, Model Portfolios
More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend more time on client service.
Morningstar to Launch Model Portfolio Star Ratings in Q4
Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.
Investment Product and Service Launches
Fidelity expands model portfolios and T. Rowe Price secures PNC Stable Value Fund.
Investment Product and Service Launches
FIDx and Transamerica partner to provide annuities; Fidelity adds customized models to AMP solution; J.P Morgan improves TDF analysis tool; and more.
Investment Product and Service Launches
Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors.
IFP Partners with AdvisorEngine and WisdomTree
The relationship will make the AdvisorEngine platform and WisdomTree model portfolios and ETFs available to IFP advisers.
Investment Product and Service Launches
Archer and Wilshire Analytics Partner to Add Analysis; E*Trade Platform Expands Available ETFs; Vanguard Increases Active Fixed Income Offerings; and more.