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 ...

For much of the industry’s history, the advisor’s role was clear. Build portfolios. Manage risk. Optimize returns. Planning and coordination existed, but largely in service of the investment strategy.

A financial advisor for a Roth IRA can provide guidance on contribution strategies, investment selection and long-term tax planning. Because Roth IRAs grow tax-free and qualified withdrawals are also ...