Advisors told us how they use model portfolios with clients — or why they don't.

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 ...

Folio Institutional Offers Model Portfolios to Advisers The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals. Reported by Nicole Bliman Folio ...

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.

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

The best example is the traditional 60/40 portfolio. In the last couple of decades, this mix has been sufficient for returns and diversification.

In our December Model Portfolio Investment Committee (MPIC) meeting, we voted to implement several such changes as we head into 2022. The WisdomTree Economic & Market Outlook for 2022 We recently ...

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

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

High-earning advisors need the edge the latest iterations of digital model management can provide.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.

Model portfolios, which have exploded in popularity in recent years, are ridden with conflicts of interest, a trio of academics argues.