Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.

Model portfolios accounted for roughly a third of all assets held by retail intermediary channels in the first quarter of 2026, according to the "Model Portfolios Quarterly Trends Report" compiled by ...

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 preferences of ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

Vanguard has rolled out a new series of model portfolios that blend active and passive investment strategies, the latest sign of how the wealth management industry is reshaping the way financial ...

Fidelity Investments has rolled out custom model portfolios with exposure to the private markets and will do the same for its turnkey models as well. The private market exposure is available through ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

Morningstar (MORN) said its Wealth division is working with Apollo (APO), Franklin Templeton (BEN), and J.P. Morgan Asset Management (JPM) to launch a suite of public/private model portfolios.