The number of model portfolios designed to maximize aftertax returns is growing quickly. At the end of 2021, there were more than 275 models reported to Morningstar that list tax management as an ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

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 ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the last two years, per Escalent. Financial advisers are evolving ...

Individuals who invested in portfolios overseen by professional asset managers may be less stressed, more trusting of their advisors, and more financially confident than peers who don’t use models, ...

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 accounted ...