The Model Portfolio Landscape in 5 Charts What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

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 ...

We last wrote specifically about the Siegel-WisdomTree Model Portfolios back in August 2021. It is time for an update. Before we dive in, let’s remind ourselves of the investment mandates we ...

Drop in the, um, bucket list? The performance of a number of model portfolios that leverage the bucket strategy recently was put under a microscope by Christine Benz, Morningstar’s director of ...

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 ...

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.

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

Generate $10,000/year with a diversified Model Portfolio. Explore top-tier securities across sectors. Click here for more information on the Model Portfolio.

The analysis only includes model portfolios with a reported portfolio as of December 2021 or newer. In addition, we do not account for the strategist fee, which some models may layer on as an ...