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 ...

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 ...

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 ...

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 ...

The February 2025 Model Shadow Stock Portfolio Update is now available online.

Discover how to build multiple income streams with a portfolio career, offering flexibility, financial security, and the ...

Clients expect to be able to view the constituent parts of their portfolios and interrogate ... but the current demand-led model of fund onboarding and siloed fund availability leads to worse ...

To reduce volatility, asset-allocation managers have been combining multiple higher-yielding asset classes into a single portfolio. In this report, we analyze income-oriented model portfolios ...

We’ve also included model portfolios, built by Elya Schwartzman at fund firm BondBloxx, as an example of how the pros might enhance yield or lower your portfolio’s sensitivity to interest rate ...

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