来源：华尔街见闻为客户提供组合化形式ETF推荐的Model-Portfolio或将成为更主流的买方投资顾问标配。全球资管巨头贝莱德（BlackRock）日前预计，Model ...

In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape.

The SEC is looking into model ETF portfolios offered by financial advisors, Investment News reports.

By embracing technology and model portfolios, advisors can free up more time to invest in activities that build their business such as client service, marketing, and prospecting.

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

19 model portfolios potentially useful as references from which to design a portfolio suitable for you. OWN/LOAN/RESERVE and sub-class composition.

Model portfolios are one of the fastest-growing segments of the asset management industry. Today, there over $5 trillion is allocated to these portfolios, according to Andrew Guillette, Vice ...

Model portfolios are a diversified group of assets designed to achieve an expected return with a corresponding risk.

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...