Cerulli research shows a surge in demand, with RIAs and broker/dealers alike pursuing greater flexibility and tax efficiency.

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

In a recent commentary authored by Schroders Capital's Mark Gibson, Senior Investment Director ILS, and Christoph Hummel, ...

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 ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

Kestra Investment Management recently announced the launch of its first two model portfolios series. The portfolios, which are exclusively designed for financial professionals associated with Kestra, ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

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 accounted ...