Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant ...

The fintech is trying to make it easier for advisors to adopt model portfolios from their preferred asset managers.

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

Model portfolios are no longer a niche solution—they are rapidly becoming a foundational tool for financial advisors. Morningstar’s 2026 US Model Portfolio Landscape report highlights how these ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

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 ...

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 ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...