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 ...

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 ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar.

The model portfolio shows symbol ... Amazon.com, Inc. (AMZN) – the world’s leading company for online sales, driving consumption by making products more accessible. Broadcom Inc. (AVGO ...

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 ...

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 ...

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.

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

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 ...

To be able to describe some of the features of co-development of model portfolios To be able to identify factors influencing the construction of a portfolio To be able to identify the number of ...