Morningstar’s report highlights how diversified portfolios outpaced the traditional 60/40 model in 2025, but long-term ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

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 ...

Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. The NFN platform provides managers of model portfolios, separately ...

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.

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

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 ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

Year to date, the Model Shadow Stock Portfolio is up 12.0%, dramatically outperforming the major indexes. The S&P 500 is down 4.3% year to date, while mid-cap and small-cap indexes are modestly ...