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 ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

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 ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

While the share of AUM financial advisors allocate to model portfolios has risen modestly in the past few years, there has been a significant change in how advisors use the models, according to the ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...

Despite market volatility and the market appearing to be expensive, staying invested is crucial, as cash rarely outperforms inflation. The article explains how to build a diversified, balanced, ...

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 ...

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 ...