Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

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 ...

While the share of AUM financial advisors allocate to model portfolios has risen modestly in the past few years, there has been a significant change in how advisors use the models, according to the ...

Josh Schwaber discussed how model portfolios can help improve the client experience in a recent article for InvestmentNews. The biggest benefit is that it allows advisors more time to spend with ...

Often, there is a mismatch between how an advisor spends his or her time, and what drives ultimate success for the practice. By embracing technology and model portfolios, advisors can free up more ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.