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: ...

Nearly three-fourths of financial advisors offer their clients model portfolios, while more than 25% aren’t ready to give up complete control over their investment choices, Morningstar found in a ...

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

Financial advisor demand for model portfolios shows no sign of slowing down. Assets in third-party model portfolios totaled more than $645 billion at the end of March 2025, a 62% increase since 2023, ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already provides ...

Fidelity Investments is adding alternative investments to the custom model portfolios it makes available to its registered investment advisor and broker-dealer customers. The move brings together two ...