Investing your hard-earned money can be intimidating. With a wealth of options available, it can be hard to decide where to begin. Understanding the basics and knowing how to customize an investment ...

Charitable giving platform Daffy (Donor Advised Fund for You) announced Tuesday the launch of a new custom portfolio feature. Initially, Daffy offered 15 pre-built ETF portfolios spread across four ...

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 ...

Sherman Portfolios (SPL) today announced the Portfolio Toolkit, built specifically for financial advisors to better manage and create custom portfolios with a tactical investment approach. The ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

In a move that could be setting the table for Betterment to begin offering direct indexing capabilities for advisors, Betterment for Advisors is dropping investment minimums and overhauling its ...

Fidelity Investments has rolled out custom model portfolios with exposure to the private markets and will do the same for its turnkey models as well. The private market exposure is available through ...

Advisers who are part of Betterment’s network are no longer limited to using the platform’s premade model portfolios. Advisers can now bring their own custom model portfolios to the platform in a move ...

Customization has become a priority in modern portfolio management. Yet most firms struggle to deliver it with the depth and consistency investors expect. Concentric Innovation is trying to change ...