I remember sitting in a meeting with Vanguard founder Jack Bogle at Morningstar’s offices many years ago, not long after his heart transplant. “I wanted to visit sooner,” he said in his booming ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

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 are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

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 ...

Investors who use model portfolios are more confident in their own finances compared to those who do not, according to new research published by Boston-based Natixis Investment Managers. Using data ...

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.

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes various sectors including business development companies, real estate, bonds, ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

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 ...