Ask Your Advisor These Questions Before Investing in Custom Model Portfolios What custom model portfolios are and their pros and cons for investors.

Sustainable multi-asset portfolios can be very low-cost. To see how much a green portfolio could cost, we’ll look at moderate-risk model portfolios from BlackRock and Dimensional Fund Advisors.

Many investors find it intimidating to go through the process of building their own investment portfolio from scratch. That’s why many financial advisors offer their clients model portfolios ...

Trying out one of these three Kiplinger 25 model portfolios, that use our favorite low-cost mutual funds, to reach your investment goals.

His model portfolio is "well-diversified, equity-oriented for long-term investors and efficient in the sense that it is as good or better than other alternatives," he says.

In this post, we will outline some of the modeling assumptions and techniques of the Solovis Risk tool that enable us to model our clients’ multi-asset class portfolios.

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.

ETF model portfolios provide a cost-effective strategy allowing more time to be spent on client-facing activities including client acquisition and retention. 2020 accelerated the adoption of key ...

Many advisors have embraced model portfolios as it frees them from a portion of their portfolio management responsibilities. Instead, they are able to focus more time and energy on areas like ...

Model portfolios continue to hold a fee advantage against their mutual fund peers.

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar.