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 ...

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

The model bucket portfolio and the strategies presented in this article are less complicated than most retirees’ situations, in that most people come into retirement with multiple accounts, both ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

David Schassler: Model portfolios have evolved faster than ever, reshaping the way investors are able to build wealth. A lot of that change has been driven by advancements in technology, the need ...

Model portfolios continue to hold a fee advantage against their mutual fund peers.

Fidelity Institutional has expanded its model portfolio suite with the addition of Fidelity Target Allocation Tax-Aware Model Portfolios.

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 ...