MyVest, a leading provider of enterprise wealth management technology, today announced a strategic partnership with bondIT, a ...

Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

VALLEY FORGE, Pa., July 28, 2025 /PRNewswire/ -- Vanguard today expanded its lineup of dynamic asset allocation fixed income model portfolios for advisors. Two new model portfolios, Vanguard Fixed ...

Vanguard Fixed Income Total Return model portfolio is designed for advisors and clients seeking wealth accumulation and risk diversification from the fixed income sleeve of their portfolio. This model ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

VALLEY FORGE, Pa., Oct. 27, 2025 /PRNewswire/ -- Vanguard today announced the launch of two new dynamic asset allocation fixed income model portfolios, further strengthening its suite of investment ...

Fixed income is one of the most structurally inefficient segments of investor portfolios. Monthly income distributions create a steady stream of unavoidable ordinary income taxes and cash that needs ...

VALLEY FORGE, PA — Vanguard has unveiled its first dynamic asset allocation fixed income model portfolios, offering financial advisors a streamlined solution to manage core fixed income assets for ...