RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

OpenAI is expanding a program, Custom Model, to help enterprise customers develop tailored generative AI models using its technology for specific use cases, domains and applications. Custom Model ...

Fidelity Investments will now offer alternative investments as options for its custom model portfolios for RIAs and broker/dealers. Fidelity Custom Model Portfolios will allow advisors to combine ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...