Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

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 ...

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 ...

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...

The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision came this week as the asset manager adjusted its entire model suite, ...

SAN FRANCISCO--(BUSINESS WIRE)--Kailash Capital Research, LLC (KCR), which specializes in the field of Process Driven Investment Research, is proud to announce the release of its suite of Model ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

OAKS, PA — SEI® (NASDAQ: SEIC) has unveiled SEI Strategies with Capital Group®, a new lineup of model portfolios designed to enhance investor portfolio construction. These strategies, which consist ...

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...