Learn how the Black-Litterman Model helps optimize portfolios by balancing investor views, risk tolerance, and expected ...

Vanguard debuts custom models through Vestmark and Orion, allowing advisors to personalize strategies based on client preferences ...

Alts Custodian today announced the launch of its new Private Markets Portfolio Construction and Modeling Platform, giving financial professionals a new way to evaluate alternative investments - not in ...

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 ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

The asset management giant unveiled customizable model portfolios to drum up more business with financial advisors, a key customer demographic.

Financial advisor demand for model portfolios shows no sign of slowing down. Assets in third-party model portfolios totaled more than $645 billion at the end of March 2025, a 62% increase since 2023, ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

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 ...