The fintech is trying to make it easier for advisors to adopt model portfolios from their preferred asset managers.

Model portfolios are no longer a niche solution—they are rapidly becoming a foundational tool for financial advisors. Morningstar’s 2026 US Model Portfolio Landscape report highlights how these ...

Model portfolios accounted for roughly a third of all assets held by retail intermediary channels in the first quarter of 2026, according to the "Model Portfolios Quarterly Trends Report" compiled by ...

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 ...

The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.

Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, ...

SkyBridge Capital founder Anthony Scaramucci maintains his long-term bullish stance on Bitcoin (CRYPTO: BTC), saying that he ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

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, ...