Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

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 ...

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 ...

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.

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

Susan Dziubinski: You and your colleagues surveyed 30 asset managers about what they plan to add to their model portfolios in the next few years. What was the most popular response? Jason Kephart: ...