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 ...

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 ...

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

This industry-wide shift means customized portfolios are becoming less important, while model portfolios are used more often. Model portfolios are constructed with a diversified blend of stocks ...

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 ...