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.

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

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 ...

Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

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 for its ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

They do it with modern portfolio theory, an algorithm, and APIs Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, ...

Canadian Imperial Bank of Commerce (CM) hiked its dividend by 10.3 per cent, Royal Bank (RY) by 6 per cent, Toronto-Dominion ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...