Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management so ...

UJ’s CTS project office boosts efficiencies through project portfolio management maturity assessment. The University of Johannesburg’s (UJ) Central Technical Services (CTS) project office has ...