Many advisers are now using model portfolios and describing their value proposition less as a money manager and more as a wealth manager. Time was when an adviser’s value proposition was about their ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

Advisors need to be unbiased, but what about the model portfolios they choose? Not surprisingly, when issuers create a model portfolio, they’re incentivized to include their own ETFs. But more and ...

Previous generations turned to financial advisors mostly for stock picking. Later, advisors began custom crafting portfolios using mutual funds. That era of laser-focused attention on custom ...

Advisers who are part of Betterment’s network are no longer limited to using the platform’s premade model portfolios. Advisers can now bring their own custom model portfolios to the platform in a move ...

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 ...

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

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 ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Recent research from Vanguard revealed a surprising finding: A lot of the money in IRAs—either the result of rollovers from company retirement plans or from direct directions—is sitting in cash ...

More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend more time on client service. More adviser practices are embracing ...