(Reuters) - Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth ...

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 ...

This industry-wide shift means customized portfolios are becoming less important, while model portfolios are used more often. Model portfolios are constructed with a diversified blend of stocks ...

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 ...

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 ...

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The February 2025 Model Shadow Stock Portfolio Update is now available online.

To reduce volatility, asset-allocation managers have been combining multiple higher-yielding asset classes into a single portfolio. In this report, we analyze income-oriented model portfolios ...