Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

A financial firm is rolling out model portfolios on Envestnet while tying the launch to a continuing education program for ...

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

Fidelity debuts turnkey model portfolios with private equity, credit and real estate exposure for RIAs and broker/dealers ...

Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

Fidelity Investments today unveiled two new suites of turnkey model portfolios alongside expanded educational materials to support wealth management firms.

CHICAGO--(BUSINESS WIRE)--Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

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

Here are the counterintuitive expectations you should have if you want to set yourself up for a good investment experience.