Displaying 26 results
How do model portfolios improve the client experience?
Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.
State Street aims to grow model portfolio business fivefold
The asset manager is targeting 'north of $25 billion' of assets in its model portfolios over the next five to six years, up from roughly $5 billion currently.
New study shows advisors choosing SMAs over model portfolios
Fewer financial advisors expect to increase allocations to model investment portfolios over the next year, opting for SMAs instead.
Envestnet rides boom in model portfolios
The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.
Advisors increasingly rely on home office models, survey says
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
LPL adds direct indexing to its model portfolios program
The enhancement was announced at the firm's Focus 2023 event over the weekend.
Morningstar brings competing model portfolios onto its proprietary platform
BlackRock, T. Rowe Price, Fidelity and Clark Capital will get shelf space alongside Morningstar's own models.
Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
In ‘hell freezes over’ moment, American Funds pairs up with passive ETFs
The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.
Advice industry tilts toward model portfolios as surest path to building scale
Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized.
Leveraging machine learning to outperform traditional model portfolios and funds
Technology can remove the human bias in investing, while also offering investors exposure to securities, but with reduced drawdown, minimized volatility and lower beta.
Boom in model portfolios slammed in new paper
Model portfolios, which have exploded in popularity in recent years, are ridden with conflicts of interest, a trio of academics argues.
How BlackRock made ESG the hottest ticket on Wall Street
The asset manager drove a significant part of the shift into environmental, social and governance investments by including its primary ESG fund into the model portfolios it offers to investment advisers.
Bitcoin model portfolios launched by 3iQ, Gemini
A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.
Bitcoin investing without the roller-coaster ride
Two tech platforms team up to launch a low-volatility cryptocurrency model portfolio for less adventurous investors in digital assets.
Vanguard, American Funds double down on model portfolio partnership
A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.
Fidelity expands target allocation offerings
The asset manager has added four allocation mixes to its target allocation portfolios.
LPL enhances model portfolio tool
The new feature on the IBD's platform lets advisers use a variety of models within a client's portfolio,
To raise your valuation, simplify your business
The more complicated you make your advisory firm, the less valuable it is. Complexity can also reduce the odds of arriving at a fruitful succession plan.
J.P. Morgan rolls out digital model portfolio tool
J.P. Morgan Asset Management launched a tool allowing financial advisers to analyze 24 models at no cost.
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