In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management ...

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

David Schassler: Model portfolios have evolved faster than ever, reshaping the way investors are able to build wealth. A lot of that change has been driven by advancements in technology, the need ...

Model portfolio adoption on the rise among advisors New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships. DEC 12, 2024 ...

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

In this article, we take a pragmatic approach to considering how to incorporate model portfolios into a financial advisory practice.

Model portfolios make it easier for advisors to deploy a variety of asset classes in efficient fashion, so it's no wonder that these portfolios have long been significant contributors to the ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories ...