Advyzon, an all-in-one technology provider to the wealth management industry, has launched Sphere, a platform featuring…
Tag: Portfolios
Model Portfolios Reshape Financial Advice: Challenges for Advisors
For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique…
Adapting active management strategies to HNW portfolios
The ultrarich may be different from you and me, but that doesn’t mean mainstream investors can’t…
Data, Custom Indexing Reshape Public Equity Portfolios
The growing availability of trading data and information increasingly enables institutional investors and other market participants…
Balancing Risk and Opportunity in Modern Portfolios
Welcome to Zephyr’s Adjusted for Risk Podcast! In this episode, we’re joined by David Schassler, the…
The Role of Duration in Investment Portfolios
Welcome to Zephyr’s Adjusted for Risk podcast! This episode features an in-depth conversation between host Ryan…
Key Differences for Investor Portfolios
The market’s appetite for private market investments keeps growing, with roughly one in two investors saying…
Financial Advisor Model Portfolios Surge to $4.4T in Assets
A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that…
Between Safety And Upside: Why VICI Properties Still Earns A Place In Income Portfolios
This article was written by Follow I am a stock analyst with over 20 years of…
Can Bitcoin ETFs replace bonds in institutional portfolios?
The rise of Bitcoin ETFs Bitcoin ETFs are investment vehicles that allow institutional and retail investors…
Bitcoin Accounts For One-Third of Investor Crypto Portfolios in 2025
Bitcoin exposure is rising in cryptocurrency portfolios, driven by more innovation-friendly US crypto regulations and the…
Evaluating Bitcoin’s Impact on Traditional 60/40 Portfolios
Darius Baruo Jun 18, 2025 20:18 Explore Bitcoin’s influence on traditional 60/40…
Envestnet partners with asset managers to provide alts access in model portfolios
Envestnet took a major step toward providing advisors and their clients with greater access to alternative…
Bitcoin’s bull market will ‘redefine’ BTC’s role in modern portfolios — Fidelity research
Key takeaways: Bitcoin’s performance in the current bull market and a new cohort of buyers reflect…
SMAs, other investment portfolios ripe for ETFs
The appreciated assets locked in tax limbo from the capital gains in separately managed accounts amount…
Mastering Customization and Model Portfolios
In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman welcomes Joe Mallen, CEO…
Hamilton Lane Launches VC Fund; GSAM Goes Live With Custom Model Portfolios
Hamilton Lane Launches Evergreen VC and Growth Fund Alternative asset manager Hamilton Lane launched a new…
MPLX Stock: Must-Have Addition For Income-Focused Portfolios
This article was written by Follow Mr. Mavroudis is a professional portfolio manager specializing in institutional…