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 ...

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 ...

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 ...

Portfolio diversification remains the cornerstone of sound investing. Today’s tech-driven and hyperconnected world provides approaches beyond traditional asset allocation. In the digital age, new ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

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 ...

When it comes to tracking an investment portfolio, most investors are missing out. They track their portfolio’s value. They may also track returns. But there are at least three other metrics that ...