That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

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 ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...