Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

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 ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend more time on client service. More adviser practices are embracing ...

Capital Group today launched 12 new model portfolios that include both actively and passively managed components. The funds are designed to replicate the way many financial advisors invest client ...

A new study from Escalent details model portfolio use and acceleration since the pandemic. There has been a slow number of model portfolio adoption from third party issuers since the pandemic but ...

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes various sectors including business development companies, real estate, bonds, ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...