When I began working at Morningstar more than 30 years ago (cue dinosaur jokes), Fidelity’s actively managed stock funds were the mutual fund industry’s shining stars. Peter Lynch had already retired, ...

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.

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 ...

Often, there is a mismatch between how an advisor spends his or her time, and what drives ultimate success for the practice. By embracing technology and model portfolios, advisors can free up more ...

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 ...

(Bloomberg) -- BlackRock Inc., fresh off a $28 billion deal spree to transform into a major player in alternative assets, is integrating complex private investments into its ready-made portfolios for ...

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 ...

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 ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The recent tumult of surging redemption requests at private credit non-traded BDCs has ...