Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

On Tuesday, Goldman Sachs Asset Management announced that it’s partnering with two fintech firms to create model portfolios including both public and private investments. In a press release, the firm ...

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 are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

FactSet recently announced the launch of FactSet Model Center, their new no-cost marketplace for wealth advisors to access the industry’s best-of-breed investment solutions within a single, integrated ...

Model portfolios continue to expand, increasing to nearly $424 billion in 2023. Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current ...

Due to a lack of investment products that consider factors unique to women, Blackrock is looking to fill the void by creating its first model portfolios for women. The three factors that are ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

Michael Kitces: The most significant shift in the advent of model marketplaces is that it decomposes TAMPs. Brooke's Note: I admit I never really understood what the heck model portfolios were and why ...