How Model Portfolios Are Evolving Asset managers and financial advisors are collaborating to build portfolios for tomorrow, today.

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

Model Portfolios for Short- and Intermediate-Term Goals Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies.

Three ways for Canadians to create a basic low-fee, low-maintenance investment portfolio, with sample asset-allocation models ...