The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Many advisors are unfamiliar with alternatives, like private assets, but model portfolios could be the perfect entryway.

Advisor use of model portfolios continues to grow. Nearly $350 billion follows model portfolios as of March 2022, up 22% from nine months earlier despite considerable market volatility, as reported in ...

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

Wealth managers are preparing to add more crypto exposure to client model portfolios in the coming year, citing recent ...

After a muted year for Indian equities despite a positive return, two leading market experts outline how investors should ...

Learn how HML impacts stock returns within the Fama-French model, highlighting value stocks' advantage over growth stocks for strategic investment insights.