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 ...

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

JPMorgan's chief ETF strategist explains why model portfolios using ETFs as the main vehicles are growing in popularity.

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 ...

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.

Model Portfolio AUM to Reach $10 Trillion by 2028 November 07, 2023 — 02:48 am EST Written by [email protected] (FINSUM) for FINSUM -> ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios ...

Assets under management in model portfolios clocked in at $3 trillion during the first quarter, a 16% drop compared with the fourth-quarter of 2019 as the selloff related to COVID-19 racked the ...