According to Broadridge data, by year-end 2025, the model portfolio industry totaled $9.3 trillion in AUM, representing 18% ...

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 ...

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research. Model ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

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.

Michael Kitces: The most significant shift in the advent of model marketplaces is that it decomposes TAMPs. Brooke's Note: I admit I never really understood what the heck model portfolios were and why ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

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 ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

The recent tumult of surging redemption requests at private credit non-traded BDCs has done nothing to dissuade enthusiasm for alternative investments in the wealth channel, based on the mood at the ...

BlackRock has added a 1% to 2% allocation of the iShares Bitcoin Trust (IBIT) to its model portfolio that allows for alternative assets. This marks the first time BlackRock has included IBIT in any of ...