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February 09, 2026 13:00 ET | Source: Escalent, Inc.

Financial Advisors Turn To Model Portfolios As Their Roles Evolve From Stock Picking To Relationship Building

New Escalent data reveals the number of "technical" advisors has dropped to 36% as professionals focus on client acquisition.
November 12, 2025 06:06 ET | Source: MarketGrader.com Corp.

MarketGrader and Convergency Partners Join Together to Redefine Index Innovation

MarketGrader and Convergency Partners collaboration to fuel delivery of fundamentals-based equity smart beta indexing solutions to investors.
March 11, 2025 11:27 ET | Source: Escalent, Inc.

Advisors Cite Efficiency, Business Growth As Biggest Benefits of Model Portfolios

LIVONIA, Mich., March 11, 2025 (GLOBE NEWSWIRE) -- Advisors who are using third-party model portfolios most appreciate their ability to improve efficiency and free up time for business development....
February 13, 2025 17:25 ET | Source: Jacobi

FE Investments selects technology vendor Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

FE Investments (FEi) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager’s model portfolio capabilities.
February 13, 2025 11:20 ET | Source: Jacobi

FE Investments selects technology vendor Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

FE Investments (FEi) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager’s model portfolio capabilities.
February 13, 2025 03:20 ET | Source: Jacobi

FE Investments selects technology vendor Jacobi to accelerate growth of its Managed Portfolio Service (MPS)

FE Investments (FEi) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager’s model portfolio capabilities.
December 09, 2024 09:48 ET | Source: MarketGrader.com Corp.

MarketGrader Welcomes Mike Paul, ETF Industry Veteran and Asset Management Executive, to Board of Directors

Smart beta investment solutions provider MarketGrader announces the addition of ETF veteran and asset management exec Mike Paul to its Board of Directors.
February 06, 2024 10:00 ET | Source: Escalent, Inc.

Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts

Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
October 26, 2022 11:21 ET | Source: Innovator Capital Management

Innovator Launches Model Portfolios and Defined Outcome ETF™ Portfolio Builder Tool in New Research & Investment Strategy Hub

Research & Investment Strategy site provides financial advisors with framework to construct portfolios of Defined Outcome ETFs™ and insights on markets and risk management Innovator’s...
April 18, 2022 08:30 ET | Source: WisdomTree Investments, Inc.

WisdomTree Launches Portfolio and Growth Solutions

NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced...