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 ...

The Model Portfolio Landscape in 5 Charts What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management ...

In this post, we will outline some of the modeling assumptions and techniques of the Solovis Risk tool that enable us to model our clients’ multi-asset class portfolios.

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar.

Webull enhances its advisory platform by integrating BlackRock's model portfolio capabilities, expanding investment options to better serve a broad range of investment needs. Webull users now have ...

Model portfolios continue to hold a fee advantage against their mutual fund peers.

Model portfolios free up advisors' time so they can focus on their clients.

Franklin Templeton Multi-Asset Solutions currently manages over 100 model portfolios, including model portfolios tailored to specific client needs.

Real estate has always been considered one of the most stable asset classes, offering steady appreciation, rental income, and long-term security.