Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Model portfolios allow investors to use simple and effective investment methods that require minimal management effort. Advantages of Investing in a Model Portfolio Should you use a model portfolio?

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories ...

Explore the insights of Morningstar veteran and current Principal Director Ling-Wei Hew from Envestnet on the evolution and future of model portfolios.

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

Model portfolios need to be repaired to integrate risk with age. If current portfolio models were cars, they would be cruising without steering wheels. They need fixing before it is too late.

19 model portfolios potentially useful as references from which to design a portfolio suitable for you. OWN/LOAN/RESERVE and sub-class composition.

Model portfolio adoption on the rise among advisors New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships. DEC 12, 2024 ...

David Schassler: Model portfolios have evolved faster than ever, reshaping the way investors are able to build wealth. A lot of that change has been driven by advancements in technology, the need ...

Financial models are fine for explaining in general how markets should work, but it’s a mistake to over-rely on them when building an investment portfolio. All models are flawed to some degree ...