The agency has released a request for public comment to assess whether they're offering investment advice rather than just information and should be regulated as advisers. By Mark Schoeff Jr.

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

Discover how the CAPM formula calculates expected returns based on investment risk. Understand its assumptions and learn how it guides financial decision-making.

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Fidelity Investments will now offer alternative investments as options for its custom model portfolios for RIAs and broker/dealers. Fidelity Custom Model Portfolios will allow advisors to combine ...

I'm doubling down on my cyclical recovery and higher-for-longer thesis, expecting a new era of higher nominal growth. Policymakers are shifting from fighting inflation to fueling a broader economic ...

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...