The Rapid Growth of Model Portfolios and What Comes Next Model portfolio assets reach a new high, and providers continue innovating.

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

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 ...

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 ...

The table below highlights allocation model portfolio series with 100% analyst coverage that earn Morningstar Medalist Ratings of Gold, as of June 2025. It also shows the analyst-assigned People ...

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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 ...

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 Portfolio AUM to Reach $10 Trillion by 2028 November 07, 2023 — 02:48 am EST Written by [email protected] (FINSUM) for FINSUM -> ...

Vanguard’s model portfolio, released last month, allocates 70% to bonds and 30% to stocks, up 3 percentage points in fixed ...