Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

Model portfolios have been growing at a consistent rate for decades due to increasing adoption by younger advisors and more awareness among investors. Now, they have reached a size at which they are ...

The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already provides ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

I am a long-term bull on small caps due to their innovation-driven approach and entrepreneurship. The iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) offers a great choice for exposure to this space, ...