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 ...
The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...
The platform helps studios optimise user acquisition and boost LTV through live ops tools, segmentation, and AI-driven insights. Founder Evgeniy Kurenkov says AI will be central to studio ...
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.
Despite the fact that broker/dealers expect increased flows into their portfolio models over the next year, advisors’ usage of these models has declined in the last 12 months, especially among RIAs.
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 ...
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