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The head of ETFs and SMAs at Capital Group explains why actively managed exchange-traded funds are gaining share over passive ...

Source: Morningstar data, survey data, author's calculations. Data as of March 31, 2026. Morningstar did not conduct a survey in 2024. *Includes data from Russell Investments and Columbia Threadneedle ...

LPL Financial's research arm has launched 17 new Building Block Model Portfolios, pushing the firm's model portfolio platform past $100 billion in assets under management and expanding its lineup to ...

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 ...

Vanguard has rolled out a new series of model portfolios that blend active and passive investment strategies, the latest sign of how the wealth management industry is reshaping the way financial ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

The asset management giant unveiled customizable model portfolios to drum up more business with financial advisors, a key customer demographic. Vanguard is giving financial advisors the ability to ...

You could argue that model portfolios and exchange traded funds (ETFs) go hand in hand. After all, ETFs and their broad diversification benefits have made it easy for financial advisors, institutional ...

Model portfolios have become more than just a buzzword and repackaging of existing strategies. Investors and advisors of all sizes have continued to adopt and use portfolios to simplify asset ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...