Vanguard debuts custom models through Vestmark and Orion, allowing advisors to personalize strategies based on client preferences ...

The asset management giant unveiled customizable model portfolios to drum up more business with financial advisors, a key customer demographic.

The firm's model portfolio platform now features 70 variants and recently surpassed $100 billion in assets under management ...

Vanguard has launched Vanguard Custom Model Portfolios, a new offering that allows financial advisors to modify the asset manager's existing multi-asset and single-asset-class model portfolios to ...

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 investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Kotak flags Eureka Forbes, ICICI Prudential Life as top mid-cap picks with over 50% upside.

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 ...

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 ...