Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Vanguard has broadened its suite of model portfolios for financial advisors with the introduction of two new fixed income offerings. The Risk Diversification Tax-Aware Model and the Income Focused ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

What trends do you see shaping the Wealth and Asset Management industry? We see three. The first is the continued growth of ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

Investment enables advisors to access key WisdomTree products in SMA format; offers rebalancing and trading for WisdomTree Model Portfolios at no additional cost to advisors “Tax Efficient SMAs are ...

Cetera Investment Management has joined a growing list of financial advisory firms incorporating alternative investment model portfolios into their product line-ups. On Wednesday, the independent ...

Goldman Sachs Asset Management and T. Rowe Price are bringing to market the first batch of co-branded model portfolios that the giant asset managers created through the strategic alliance they ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...