Allocation model portfolios still dominate the landscape. More than 77% of the portfolios currently in Morningstar's model portfolio database land in the allocation global broad Morningstar Category.
J.P. Morgan Asset Management launched a digital tool via its U.S. funds website that allows any financial adviser to access and analyze 24 model portfolios by J.P. Morgan at no cost. J.P. Morgan gave ...
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 ...
Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...
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 ...
Fact: You’ve got to keep your emotions out of your investment decisions. Everybody knows that’s true. The investor who first buys high out of euphoria, then sells low during a downturn, and then ...
BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...
VALLEY FORGE, Pa., July 28, 2025 /PRNewswire/ -- Vanguard today expanded its lineup of dynamic asset allocation fixed income model portfolios for advisors. Two new model portfolios, Vanguard Fixed ...
Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. The NFN platform provides managers of model portfolios, separately ...
Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...
Amazon Web Services Inc. today announced the addition of fully managed open-weight models Qwen3 and DeepSeek-V3.1 to its AI ...