The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...

Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward business development. According to the Advisor Use of ...

As sustainable investing continues to grow in popularity, so does the scrutiny around those strategies. Intentionally sustainable funds have been plagued by claims of greenwashing and price gouging.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

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 ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

It is the neglect of timely repair that makes rebuilding necessary. - Richard Whately, English Writer Most investment advisors use model portfolios and those that do usually rely on models provided by ...

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...