The analysis only includes model portfolios with a reported portfolio as of December 2021 or newer. In addition, we do not account for the strategist fee, which some models may layer on as an ...

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

Model portfolio adoption on the rise among advisors New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships. DEC 12, 2024 ...

M1 Finance offers $0 commissions and account rebalancing. Users will get access to many pre-made investment portfolios. Read our expert review for more pros, cons, and services.

The Rapid Growth of Model Portfolios and What Comes Next Model portfolio assets reach a new high, and providers continue innovating.

On this week's episode of the Financial Planning Podcast, Christophe Gauthron explains why the most powerful model portfolios are the ones advisors have the ability to mold and shape to their liking.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.

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 ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The firm is adding a 1% to 2% allocation of the iShares Bitcoin Trust ETF ...

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 ...

I created the five model portfolios more than two years ago, at least eight months before the publication date, so it's encouraging to see how well they've held up.