Model portfolios are evolving, offering a significant advantage for advisors and asset managers by streamlining operational tasks and fostering stronger client relationships. These tools are set to ...

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This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

The majority of advisory firms in the U.S. and Canada currently offer model portfolios to clients, according to a survey by Natixis Investment Institute. The survey found that 84% of firms’ product ...

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 ...

VALLEY FORGE, Pa., July 28, 2025 /PRNewswire/ -- Vanguard today expanded its lineup of dynamic asset allocation fixed income model portfolios for advisors. Two new model portfolios, Vanguard Fixed ...

Before we get too deep into the new year, I've decided it's time to review my model portfolios. Regular readers will know I'm reluctant to tinker with the portfolios, since new ETFs are launched all ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...

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%), ...

In September, 2012, The Globe and Mail launched a project called Strategy Lab where four investors would each manage a model portfolio with an initial value of $50,000. Five years later, when we ...

The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...

This article is 3 years old. Some details may be outdated. I have dropped the Complete Couch Potato and Über-Tuber from the lineup. All of the model portfolios now include only traditional index funds ...