How Model Portfolios Work in the Real World: Advisors' Advice
By Dinah Wisenberg BrinAdvisors told us how they use model portfolios with clients — or why they don't.
February 01, 2023
Capital Group Launches 12 Active-Passive Model PortfoliosThe models will consist of American Funds active mutual funds and passive ETFs from Vanguard, Schwab and BlackRock.
February 01, 2023
What Are Tom Brady's Retirement Options?The quarterback has earned over $332 million from 23 seasons in the NFL, according to financial database Spotrac.
February 01, 2023
Mariner Wealth Hires John Hancock ExecTodd Cassler comes on board to serve as the firm's chief strategy and growth officer.
February 01, 2023
Life Happens Brings Back the 'Insure Your Love' CampaignThe nonprofit group harnesses the power of Valentine's Day by classifying life insurance as love insurance.
February 01, 2023
GAO Digs Into Medicare Advantage Plans' Supplemental Benefits OfferingsThe majority of plans offer some dental and vision benefits, and some have added a smidge of home care.
January 31, 2023
Gavin Spitzner Dies at 57The Wealth Consulting Partners president had been fighting acute myeloid leukemia since being diagnosed with it in September.
January 31, 2023
When DIY Investing Goes Wrong"There was nothing I could do," one advisor said about a costly error a client made.