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 ...

As the 12-year bull market stalls, your clients are more interested in risk modeling and management than ever. Advisors want confidence that their recommendations will hold up in turbulent markets.

However, it remains true that prevention is the best medicine. Therefore, instead of looking around for an escape route when the market is down, it is best to set up a portfolio that can withstand ...