Sherman Portfolios (SPL) today announced the Portfolio Toolkit, built specifically for financial advisors to better manage and create custom portfolios with a tactical investment approach. The ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

More information about Envestnet Fiduciary Advantage™, and the 3(38) fiduciary services it provides, is available at: http://envestneters.com/fiduciary. "Our ...

Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors ...

Brookfield announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation tool for financial advisors and their clients. Powered by iCapital Architect, ...