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 ...

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

No IPOs or “visionary” stocks that burn cash. The model portfolio shows symbol, dividend yield, P/E, Recommendation, and SA Quant Rating for comparison. In 2024, my stock portfolio focused on ...

Model portfolios continue to expand, increasing to nearly $424 billion USD. Assets in model portfolios have surged by 48% over two years, reflecting their growing popularity and effectiveness in ...

The NFN platform provides managers of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) the ability to register their assets with a searchable symbol that is ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

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 ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile.

Advisors reported having increased their current assets under management in model portfolios, according to State Street Global Advisors ...