Libretto, the "total wealth" advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Research Affiliates, a leading designer of financial indexes, is celebrating the 10 th anniversary of its capital market expectations website, Asset Allocation Interactive, with a candid examination ...

Only half of mutual funds provide investors and advisers the tools they need to help them with asset allocation, according to Corporate Insight. Only half of mutual funds provide investors and ...

The growth in the use of third-party strategic asset allocation tools among advisers has risen sharply in recent years, as regulators’ focus on client suitability increases. Distribution Technology ...

A George Mason University (GMU) model could help the intelligence, surveillance and reconnaissance (ISR) community gauge which assets are more valuable than others. Models address the complex problem ...

All investments involve some degree of risk–the possibility of incurring a financial loss. As investment risk rises, typically so do returns because investors seek greater returns to compensate for ...

It's possible cash could turn out to be the best-performing asset class in 2022, which means some challenging conversations and asset allocation strategies for financial advisers and their clients.