Cerulli research shows a surge in demand, with RIAs and broker/dealers alike pursuing greater flexibility and tax efficiency.

In a recent commentary authored by Schroders Capital's Mark Gibson, Senior Investment Director ILS, and Christoph Hummel, ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision ...

The world’s biggest asset manager is “turning up the risk dial” by doubling down on US equities and artificial intelligence ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

The world’s largest asset manager is adding to bets on the artificial intelligence within its U.S. model portfolios while trimming its overall equity risk because of tariff uncertainty. BlackRock Inc.

In an age when many products and services are tailored to discrete customer segments, model portfolio customization offers ways for financial services providers to tune their offerings in ways that ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...