Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

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 ...

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

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

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

U.S. equities have dominated since the global financial crisis, but market leadership is cyclical. Abandoning international stocks in hopes of continued U.S. outperformance assumes this cycle is ...

Financial advisors — some of the hardest working professionals that I know — prioritize attracting and retaining clients. Often, the key is quality time spent with the client offering products that ...

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 ...

Advisors need to be unbiased, but what about the model portfolios they choose? Not surprisingly, when issuers create a model portfolio, they’re incentivized to include their own ETFs. But more and ...