It seems model portfolios are one of the cool kids on the block with more financial advisors groovin’ to ‘em, according to research from Cerulli Associates, reported smartasset.com. Thirteen percent ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

The popularity of model portfolios has been evident as large industry players — from Envestnet to Oranj — have ramped up offerings to keep up with advisers looking to outsource investment management ...

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

New offering combines third-party model portfolios with direct indexing capabilities for tax-smart transitions and proactive tax loss harvesting Orion, a premier provider of transformative wealthtech ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...