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 ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Mattioli Woods chose J.P. Morgan Asset Management to run a range of model portfolios due to its scale and accessibility of its investment team, according to Dean Cheeseman, managing director of client ...

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 ...

Visibility is improving, but selectivity remains essential. Debasement supports allocations to gold and other real assets.

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.

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 ...

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 ...

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 ...

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 ...

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 ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...