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.

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Vanguard's latest launches, focused on after-tax returns and higher yields for clients, reflect a broader industry shift as ...

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 ...

"All those mutual fund models are going the way of the dodo, and you have more folks using now actively [or passively] managed ETFs, alongside third-party index ETFs," said Brett Sheely, vice ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

A growing share of financial advisers are outsourcing their investment management to third parties. Assets following model portfolios—preset investment templates designed by money managers—rose to a ...

BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported ...

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 ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...