Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

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 ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the last two years, per Escalent. Financial advisers are evolving ...

In an interview with Bloomberg, Salim Ramji, Blackrock’s global head of iShares and index investments, spoke about the growth of model portfolios, and why he believes that assets under management (AUM ...

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 ...

LIVONIA, Mich., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward ...

Model portfolios have been growing at a consistent rate for decades due to increasing adoption by younger advisors and more awareness among investors. Now, they have reached a size at which they are ...

As part of the broader trend of increased adoption of model portfolios, advisors are increasingly working with asset managers to build custom models to offer to clients, according to new research from ...