In an article for ThinkAdvisor, Dinah Wisenberg Brin shared some tips from experienced financial advisors on the best way to integrate model portfolios into your practice. The category has seen rapid ...

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 can be powerful tools -- leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how ...

Growing financial advisor demand has fueled a recent model portfolio surge. Morningstar’s U.S. model portfolio database, which launched in 2019, now has more than 2,600 individual model portfolios.

Individuals who invested in portfolios overseen by professional asset managers may be less stressed, more trusting of their advisors, and more financially confident than peers who don’t use models, ...

As portfolio management becomes increasingly commoditized, the use of model portfolios is seen as the surest way to gain scale at the firm level. A new report from Cerulli Associates cites the trend ...

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

SAN FRANCISCO--(BUSINESS WIRE)--Kailash Capital Research, LLC (KCR), which specializes in the field of Process Driven Investment Research, is proud to announce the release of its suite of Model ...

BOUNTIFUL, Utah, Feb. 4, 2026 /PRNewswire/ -- Summit Global Investments ("Summit Global") has announced the launch of its new Enhanced Model Portfolios, a suite of ETF-driven investment strategies ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...