The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...
The number of asset managers participating in model portfolio programs has doubled over the past four years, rising from 90 to 214, according to “The State of Model Portfolio Programs,” a study from ...
Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.
Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...
Visibility is improving, but selectivity remains essential. Debasement supports allocations to gold and other real assets.
Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...
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.
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 ...
As part of the broader trend of increased adoption of model portfolios, advisors are increasingly working with asset managers to build custom models to offer to clients, according to new research from ...
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 ...
Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...
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