In an article for ThinkAdvisor, Dinah Wisenberg Brin shared some tips from experienced financial advisors on the best way to integrate model portfolios into your practice. The category has seen rapid ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Growing financial advisor demand has fueled a recent model portfolio surge. Morningstar’s U.S. model portfolio database, which launched in 2019, now has more than 2,600 individual model portfolios.

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...

iCapital, a Fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced the launch of a iCapital Growth Model Portfolio, which enables ...

Capital Group, the parent company of American Funds, recently launched 12 active-passive model portfolios featuring Capital Group as the strategist. The models will be made up of American Funds' ...