Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with their client’s unique needs and preferences. With custom model assets surpassing ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

BOSTON, March 03, 2026--(BUSINESS WIRE)--Fidelity Investments ® today announced two new suites of turnkey model portfolios and an expanded set of educational resources to better support wealth ...

NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research ...

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.

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 ...