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Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

financial web portals and other similar media around the globe. BlackRock, the world’s largest asset manager, registered 11 of their flagship Target Allocation ETF model portfolios on the Nasdaq ...

That is certainly the case within the financial planning world, where co-development and co-branding are driving advisers’ interest in custom model portfolios. Finance experts say co-development ...

Modern portfolio theory is a prescriptive theoretical model that shows what asset class mix would produce the greatest expected return for a given risk level. Behavioral finance instead focuses on ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile.

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 ...

Advisors reported having increased their current assets under management in model portfolios, according to State Street Global Advisors ...

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already ...

iCapital, the global fintech platform, has introduced the iCapital Growth Model Portfolio, allowing advisers to seamlessly combine exposure to private equity investments with traditional public ...

Broadridge Financial Solutions has sized the U.S model portfolio market at $6.9 trillion as of Sept. 30, with roughly 52% of assets in ETFs, up from 48.7% at the end of 2022, and expects the U.S ...