Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

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 ...

Financial advisor demand for model portfolios shows no sign of slowing down. Assets in third-party model portfolios totaled more than $645 billion at the end of March 2025, a 62% increase since 2023, ...

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 ...

Globally, model portfolios have long been a cornerstone of wealth management. In the United States, separately managed accounts and model portfolios have given investors access to institutional-grade ...