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 ...

Alpha FMC and MDOTM Ltd announce the release of their joint whitepaper, The Modern Model Portfolio Playbook: Part 2 – How Do ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

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 ...

Envestnet took a major step toward providing advisors and their clients with greater access to alternative investments and private markets on Wednesday. Via partnership with asset managers BlackRock, ...

While the share of AUM financial advisors allocate to model portfolios has risen modestly in the past few years, there has been a significant change in how advisors use the models, according to the ...