The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

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 ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to ...

ETF model portfolios can be simple or complicated, but I believe every investor should have at least one ETF model portfolio "handy." For individual investors who like to "keep it super simple" (KISS) ...

2021 has posed its fair share of risks to the average portfolio: emerging market disruption, Covid-19 resurgence, slowing economic growth, and rising inflation. However, model portfolios are the ...

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes various sectors including business development companies, real estate, bonds, ...

The FCA’s discussion paper on the regulatory treatment of model portfolio services, published last December, contained relatively little detail. That in The FCA’s discussion paper on the regulatory ...

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 ...

Crypto asset manager Bitwise launched seven model portfolios focused on digital assets. The portfolios, tailored to serve different investor risk preferences, will allow financial advisors to give ...