Third-party model portfolio assets reached $934 billion as of March 31, 2026, a 45% increase over the trailing year and more than triple the amount recorded in Morningstar’s first survey in June 2021.

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 ...

Investment advisor American Beacon Advisors Inc. and consulting firm Mercer Investments, a Marsh business, launched the ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant ...

Model portfolios accounted for roughly a third of all assets held by retail intermediary channels in the first quarter of 2026, according to the “Model Portfolios Quarterly Trends Report” compiled by ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

WisdomTree’s Strategic Model Portfolios are intended to be exactly what they are called: strategic. In a typical year, the Model Portfolio Investment Committee (MPIC) initiates between four to six ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...