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

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

According to Broadridge data, by year-end 2025, the model portfolio industry totaled $9.3 trillion in AUM, representing 18% ...

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 ...

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, ...

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, ...

Morningstar’s Morningstar Wealth division announced it is working with Apollo, Franklin Templeton and J.P. Morgan Asset ...

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 ...

Learn how HML impacts stock returns within the Fama-French model, highlighting value stocks' advantage over growth stocks for ...