In an article for ThinkAdvisor, Dinah Wisenberg Brin shared some tips from experienced financial advisors on the best way to integrate model portfolios into your practice. The category has seen rapid ...

Model portfolios can be powerful tools -- leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how ...

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: ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

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, ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

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 ...

I have incrementally shifted the Model Allocation Portfolio to a more defensive stance. Here's what investors need to know.

SAN FRANCISCO--(BUSINESS WIRE)--Kailash Capital Research, LLC (KCR), which specializes in the field of Process Driven Investment Research, is proud to announce the release of its suite of Model ...

iCapital, the global fintech platform, has introduced the iCapital Growth Model Portfolio, allowing advisers to seamlessly ...