Sep 15, 2026
Sep 14, 2026
Yes—but only if the model portfolio helps the advisor do a better job for the client. That sounds obvious. It isn’t. For many RIAs, the question of whether to use model portfolios gets reduced to an investment management decision: Should we build portfolios...
Sep 14, 2026
In many cases, yes. Hiring an outsourced chief investment officer (OCIO) can be significantly less expensive than hiring a full-time, in-house chief investment officer. But the real comparison is not simply salary versus an OCIO fee. It is the total cost of building,...
Sep 14, 2026
Artificial intelligence is coming to portfolio management. But that does not mean RIAs should hand their portfolios over to a machine. The better question is: How should RIAs use AI to make portfolio management more efficient, more analytical, and more...
Sep 8, 2026
