Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

Fidelity Investments has struck a strategic deal to offer custom model portfolios that will include private market assets through Vestmark's platform. The Vestmark platform will allow RIAs and ...

NEW YORK, June 17, 2025 /PRNewswire/ -- Nuveen, a global asset manager with $1.3 trillion in AUM 1, is acquiring Brooklyn Investment Group (Brooklyn), a leading multi-asset custom direct indexing ...

Asset tracking systems help businesses track the physical location, condition, and depreciation of their physical assets. While there is budget-friendly and comprehensive dedicated asset tracking ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...