Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

Whether you're launching a small business, renovating your bathroom, raising kids, or managing your portfolio, everyone can benefit from good models. Models provide real-world examples worthy of ...

Regardless of how reliant a practice is on model portfolios created by others, advisors generally want clients to view them as their money manager. Most still provide some form of security or fund ...

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.

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 ...

As portfolio management becomes increasingly commoditized, the use of model portfolios is seen as the surest way to gain scale at the firm level. A new report from Cerulli Associates cites the trend ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

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 ...

2021 has posed its fair share of risks to the average portfolio: emerging market disruption, Covid-19 resurgence, slowing economic growth, and rising inflation. However, model portfolios are the ...

Assets under management in model portfolios clocked in at $3 trillion during the first quarter, a 16% drop compared with the fourth-quarter of 2019 as the selloff related to COVID-19 racked the ...