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 ...

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 ...

The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...

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.

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 ...

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

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: ...

It was just a matter of time, but Envestnet is officially getting in on the alts model portfolio act. On Wednesday, the wealth tech giant announced it is helping its advisor and wealth enterprise ...

Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. The NFN platform provides managers of model portfolios, separately ...