Market rotation into smaller stocks and value stocks is reflected in the performance of the Model Shadow Stock Portfolio.

The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...

[NOTE: Many of you have read my book, The Income Factory, which has model portfolios that I created over 2 years ago and submitted prior to publication. This article reviews those models, which are ...

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 ...

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 ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

The trillions of dollars in assets moving into model portfolios should come with a note of caution about ETF costs, returns and how they relate to conflicts of interest, a new study suggests.

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 using exchange-traded funds are becoming the new darlings of the financial advisory world. According to Cerulli Associates, of the estimated $36 trillion allocated to model portfolios ...

Financial markets are unpredictable, prone to fads, bubbles and crashes. This frustrates academics who would prefer that the stock market obey Newtonian laws. Andrew Lo and Stephen Foerster have ...