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 ...

Demand for custom model portfolios is growing to meet investors’ needs. Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar.

The NFN platform provides managers of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) the ability to register their assets with a searchable symbol that is ...

Advisors reported having increased their current assets under management in model portfolios, according to State Street Global Advisors ...