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 ...

Model portfolios are a diversified group of assets designed to achieve an expected return with a corresponding risk. Ideally, each portfolio has a combination of managed investments based on ...

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

Financial pros say strategies like the 25/25/25/25 permanent portfolio or the 30/70 flip might be better options for ...

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.

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 ...

Financial advisors are missing out on opportunities to incorporate model portfolio strategies into their practices. “Your clients are looking to you more today than ever before. You need to be ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

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 ...

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