Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio ...

San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature ...

Marram Investment Management's Portfolio* appreciated +19.3% (net) in 2024. Since inception, Marram has generated +584.5% ...

Learn about the recent changes in stock, bond, and cash allocations, and how they can impact your financial portfolio. Click ...

Sector and thematic ETFs (exchange-traded funds) can be a great way for passive investors to spice up their portfolios and ...

By focusing on fees, taxes and long-term goals, investors can position themselves to weather uncertainty while taking ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation? Her ...

A customized version called Apollo Allocation Pro aims to help advisors compare various public and private index portfolio ...

Apollo announced the launch of Apollo Allocation Pro. The company said, “Designed for a financial advisor audience, Apollo Allocation Pro seeks ...

Apollo Allocation Pro is the latest step in Apollo’s commitment to enhancing access to alternatives and empowering financial intermediaries with ongoing education and resources for integrating private ...

Alternative investments are getting more focus from advisors over the last few years, and for good reason. They can offer ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?