Willis Lease Finance Corporation trades at 11x FY26 P/E and a discount as it shifts asset-light, cuts SAF costs, and funds ...

If you are wondering whether Brookfield Asset Management at around its recent price of C$72.85 is a bargain or just fairly priced, you are not alone. The stock has seen a 4.3% decline over the last 7 ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

The technological disparity between institutional high-frequency trading firms and retail aggregators has historically been defined by data latency and computational power. Plugsic addresses this ...

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 ...

Assets in model portfolios increased this year as more advisors are realizing the benefits they provide for their clients. Simultaneously, clients of advisors who use model portfolios are experiencing ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

Like you, I was sitting in my office in fourth quarter of 2008 looking for a safe place from the earthquake of bad news that was pummeling the capital markets. Like you, I was surprised that even my ...

Most large lodging companies avoid owning real estate. This groupthink is dumb. One of the smartest strategic thinkers in hospitality, Inès Blal, is right to call for a more critical appraisal of the ...