Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

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 ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

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 ...

Assets in model portfolios increased this year as more advisors are realizing the benefits they provide for their clients. Simultaneously, clients of advisors who use model portfolios are experiencing ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...