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 ...

Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors ...

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 shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

Model portfolios have been growing at a consistent rate for decades due to increasing adoption by younger advisors and more awareness among investors. Now, they have reached a size at which they are ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...