Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

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 ...

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 ...

Future Trends and Potential Challenges With Model ... Future Trends and Potential Challenges With Model Portfolios Model Portfolios Aren’t Going Anywhere Financial advisor demand for model portfolios ...

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

Investors who use model portfolios are more confident in their own finances compared to those who do not, according to new research published by Boston-based Natixis Investment Managers. Using data ...

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.

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

You know what sounds nice, consistent diversified income with little risk, but the problem is finding those solutions is difficult if not impossible. Model portfolios have popped up in the last decade ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...