Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...
As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already provides ...
Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...
The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth space fueled advisor adoption of private investments in 2024, ...
A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...
LIVONIA, Mich., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward ...
Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.
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