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Betterment offers custom model portfolios for advisers
Advisers can build their own custom model portfolios of exchange-traded funds if they agree to move a minimum of $2.5 million in assets to Betterment.
Model portfolio assets hit $4.1 trillion in Q3
More than half of advisers say they expect to increase usage, according to a new survey by Broadridge Financial
J.P. Morgan Asset Management to acquire fintech 55ip
The acquisition will expand access to model portfolios and automated tax management technology for J.P. Morgan Asset Management's network of advisers
BlackRock partners with tech vendor to help advisers embrace model portfolios
The new platform automatically transfers asset to a BlackRock model portfolio in a tax-efficient manner, which the company hopes will encourage adoption in nonqualified accounts.
Enhancing financial advice with model portfolios
Outsourcing portfolio management helps advisers to refocus on their priorities and expand their client base.
Advisers can now create custom model portfolios using Betterment’s white-label robo
Firms can adjust the weight of the 17 asset classes available on the platform according to their own investment strategy and research.
