Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago ...

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

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 ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli ...

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 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 ...

Like a traditional modeling portfolio, the hand modeling portfolio is a collection of professional images that highlights a model’s range and ability to present products and convey emotions. The ...

Generate $10,000/year with a diversified Model Portfolio. Explore top-tier securities across sectors. Click here for more information on the Model Portfolio.

Model portfolios can help many financial advisors save time and focus more energy on their clients. They are based on the research, experience, and work done by asset managers and have been shown ...

WisdomTree’s Model Portfolio Research Study used psychographic segmentation to understand which investors would most likely embrace their advisor who uses third-party model portfolios.

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.

In his latest Defaqto MPS Comparator article, Andy Parsons, head of investment & protection at Defaqto, looks at the best and ...