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

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management ...

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 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 ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories ...

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 ...

In this article, we take a pragmatic approach to considering how to incorporate model portfolios into a financial advisory practice.

By embracing technology and model portfolios, advisors can free up more time to invest in activities that build their business such as client service, marketing, and prospecting.

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The ...

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

But how do advisors incorporate model portfolios into their business? In a recent article, ThinkAdvisor asked different advisors how models fit in their practice.

The trillions of dollars in assets moving into model portfolios should come with a note of caution about ETF costs, returns and how they relate to conflicts of interest, a new study suggests ...