Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

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 ...

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

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 ...

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile.

To be able to describe some of the features of co-development of model portfolios To be able to identify factors influencing the construction of a portfolio To be able to identify the number of ...