The fintech is trying to make it easier for advisors to adopt model portfolios from their preferred asset managers.

Model portfolios accounted for roughly a third of all assets held by retail intermediary channels in the first quarter of 2026, according to the "Model Portfolios Quarterly Trends Report" compiled by ...

Model portfolios are no longer a niche solution—they are rapidly becoming a foundational tool for financial advisors. Morningstar’s 2026 US Model Portfolio Landscape report highlights how these ...

Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, ...

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 ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

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 ...

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 ...

Bitwise Asset Management, the global crypto asset manager with more than $11 billion in client assets, and Parrot Finance, a next-generation RIA that uses an intelligent recommendation engine to ...