Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Bitwise debuts seven model portfolios focused on digital assets to help financial advisors allocate client funds across crypto ETFs ...

Reach your investment goals with these three model portfolio plans using the Kiplinger 25, our favorite no-load mutual funds.

Sorting through the wide-ranging model portfolio universe can be daunting. To help advisors find the right model portfolios for their clients, we expanded the Morningstar Quantitative Rating, or MQR, ...

Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward business development. According to the Advisor Use of ...

Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors diversified crypto exposure.

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 ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...