Goldman Sachs Asset Management and T. Rowe Price debut four co-branded model portfolios aimed at mass affluent and high net ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

New Report by BCG and FNZ Explores How a New Breed of End-to-End, Third-Party Operating Models Can Alleviate Pressures Along Value Chains, Achieve Meaningful Impact, and Create Competitive Advantage ...

Within this one-window system, activating a new service takes not weeks, but hours (or sometimes even minutes).

The wealth management industry in 2025 has undergone a rapid transformation, driven by technological innovation, the ...

Bell Wealth Partners, founded by Robert and Keegan Bell, launches independently under LPL Financial, managing $450 million in assets. LPL Financial LLC announced that Robert Bell, II, AIF®, and his ...

AlTi Global Inc (NASDAQ:ALTI) entered renewed visibility in market discussions as its share price moved above a long-term ...