Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...

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 ...

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 ...

On Tuesday, Goldman Sachs Asset Management announced that it’s partnering with two fintech firms to create model portfolios including both public and private investments. In a press release, the firm ...