Model Portfolios Today The Relationship Between Model Portfolios and Private Markets An Economic Potpourri The Future of Model Portfolios in 2035 Model portfolios are evolving, offering a significant ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

According to Morningstar’s 2024 Model Portfolio Landscape, model portfolios have grown by 48% over the past two years. With assets already exceeding $4 trillion and poised to double to $9 trillion in ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

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 ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

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 Associates ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...

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 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 ...

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 ...

Innovator Capital Management recently launched its new Research & Investment Strategy hub containing model portfolios. The new site was built to provide advisors with a framework on how to construct ...