We recently updated our Model Portfolio allocation. So what changed? Watch Tushar Yadava highlight the 3 key takeaways on our allocation changes. Learn more: #Modelportfolios# #Investing# #Equities#

When stocks and bonds move in the same direction, where else can investors look for diversification? See how liquid alternatives can offer differentiated return streams and the role they can play in model portfolios. Explore our latest thinking on incorporating liquid alternatives into models here: #AssetAllocation# #ModelPortfolios# #Alternative#

What are advisors asking AI? We looked at the topics coming up most often and model portfolios were high on the list. From how often to rebalance to when customization makes sense, advisors are asking practical questions about how models can work for their clients. Swipe to see what they’re asking. Advisors are asking the questions. Explore BlackRock resources built to help answer them:

Sometimes you don’t get handed responsibility. You take it. @JeffWeniger, Chief Investment Strategist at @CorgiInvest, explains how he ended up working on ETF model portfolios simply by taking ownership of something few others wanted to touch.

If you’re still skeptical on the future of tokenization… You might note that the world’s largest asset manager is now tokenizing model portfolios that hold stock, bond, & bitcoin ETFs. Only available to non-US investors for now, but that will quickly change as asset managers work through requirements of SEC’s recent innovation exemption. via @Vlajournaliste

"Advisors shouldn't have to run crypto as a separate book." — @RunikM, Co-Founder and Co-Head of @viseinc Bitwise crypto model portfolios are now available to the hundreds of wealth firms and 135,000+ accounts on the Vise platform, where they sit inside the same portfolio as a client's equities, fixed income, and alternatives, rebalanced on the same schedule and under the same tax discipline. Excited to help Vise and their clients access crypto’s opportunities in a thoughtful and scalable way.

BLACKROCK AND ONDO FINANCE JUST ANNOUNCED A NEW PARTNERSHIP Blackrock $BLK just announced it has built 3 investment portfolios that will trade as digital tokens The portfolios will be tokenized by Ondo Finance The new portfolios will be the first BlackRock has designed to be tokenized by another firm Ondo is launching seven tokenized model portfolios today, including the three from BlackRock: high-income, diversified growth and high-growth. The BlackRock portfolios will hold a mix of stock, bond and bitcoin ETFs depending on their profile. Ondo will issue a token tracking each of the portfolios. As investors buy them, self-executing software automatically buys shares in the underlying ETFs that make up the portfolio. The model portfolios will initially be available to non-U. S. investors, who won’t have direct shareholders rights in the underlying securities held. Investors will be able to borrow against their tokens, transfer them and trade them 24/7. (Source Bloomberg)

As personalization becomes an increasingly important part of serving high-net-worth clients, advisors are looking for ways to deliver tailored investment solutions at scale. Our latest article explores how model portfolios and custom models can help advisors deliver more personalized investment strategies while scaling their practice. Read more: