Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Model portfolios continue to expand, increasing to nearly $424 billion USD. Assets in model portfolios have surged by 48% over two years, reflecting their growing popularity and effectiveness in ...

Model portfolios have become a key to success for exchange-traded funds. Entry into a model or an allocation shift can send assets surging into individual ETFs, critical for gaining traction in a ...

The NFN platform provides managers of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) the ability to register their assets with a searchable symbol that is ...

Advisors reported having increased their current assets under management in model portfolios, according to State Street Global Advisors ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile.

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already ...

In this month’s Defaqto MPS Comparator article, Andy Parsons, insight manager investments at Defaqto, looks at the top performing defensive model portfolios.

This may be just the first of many revisions to this model portfolio. If the Fed makes three more rate cuts over the next 12-14 months, it will be difficult to achieve a 5% fixed income yield ...

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