Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

Morningstar recently completed its annual review of the US Model Portfolio Landscape. It noted that assets under management (AUM) in model portfolios reached $424 billion, a nearly 50% increase over ...

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

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. In a new ...

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 ...

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...

The Department of Labor’s fiduciary rule is something of a never-ending story. As written, the proposed rule was straightforward: investment advisors should put their clients’ interests ahead of their ...

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 ...