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.

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

As model portfolios make headway with financial advisors, providers continue to add new products to their models. What product tops the list of must-adds? Active ETFs, according to a survey of ...