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 ...

J.P. Morgan, today announced an expansion of its investment platform through a new collaboration with T. Rowe Price, a global leader in investment management and retirement solutions, to provide ...

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.

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes various sectors including business development companies, real estate, bonds, ...

I present a model portfolio of established, profitable, dividend-paying stocks and ETFs designed to outperform the S&P 500 through capital appreciation. My selection criteria focus on positive ...

Diversified portfolios outperformed the 60/40 model in 2025, but long-term results show traditional strategies deliver better ...

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

It was just a matter of time, but Envestnet is officially getting in on the alts model portfolio act. On Wednesday, the wealth tech giant announced it is helping its advisor and wealth enterprise ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...

It sounds like a procurement decision: pick a frontier LLM, standardize, negotiate pricing, and scale rollout. But in 2026, that mindset quietly breaks—because the enterprise problem is no longer ...