Explore the insights of Morningstar veteran and current Principal Director Ling-Wei Hew from Envestnet on the evolution and future of model portfolios.

Financial pros say strategies like the 25/25/25/25 permanent portfolio or the 30/70 flip might be better options for ...

In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

David Schassler: Model portfolios have evolved faster than ever, reshaping the way investors are able to build wealth. A lot of that change has been driven by advancements in technology, the need ...

Model portfolio adoption on the rise among advisors New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships. DEC 12, 2024 ...

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

Model portfolios make it easier for advisors to deploy a variety of asset classes in efficient fashion, so it's no wonder that these portfolios have long been significant contributors to the ...