Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

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 ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

As part of the broader trend of increased adoption of model portfolios, advisors are increasingly working with asset managers to build custom models to offer to clients, according to new research from ...