Edward Nikulin, weather model expert and head of the trading division at the European broker Mind Money, is a proficient quantitative researcher and data scientist with more than eight years of ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

This study investigates advanced portfolio optimization techniques that integrate copula functions and GARCH models to enhance risk-adjusted performance in the European stock market. Traditional ...

I have to say that I am truly blessed with a fantastic community of readers. For example, my "It Looks Like A Bubble, It Feels Like A Bubble, But it Isn’t" article got more than 250 comments, as ...

ABSTRACT: In this paper, a theoretical model is introduced to solve for the optimal weights of debt (bonds) and equity (stocks) that determine the minimum weighted average cost of capital (WACC), ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Part of Fidelity’s Robust Lineup of Portfolio Solutions for Wealth Management Firms, New Model Portfolio Capabilities Allow Exposure to Private Markets BOSTON, June 18, 2025 – Fidelity Investments® ...

Envestnet took a major step toward providing advisors and their clients with greater access to alternative investments and private markets on Wednesday. Via partnership with asset managers BlackRock, ...

A few stocks grading highly on the criteria used in each of our eight model stock portfolios present a diversified sample. AAII’s Platinum service contains model portfolios that use proven strategies ...