As of April 2025, third-party model portfolios hit a record $7.96 trillion in AUM, reflecting a dramatic advisor shift toward scalable efficiency and deeper client engagement. Despite early resistance ...

CBRE arranged the sale and acquisition financing for a 220,244-square-foot industrial portfolio featuring four properties across the greater Minneapolis-St. Paul metropolitan area. An undisclosed ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

In this paper, a theoretical model is introduced to solve for the optimal weights of debt (bonds) and equity (stocks) that determine the minimum weighted average cost of capital (WACC), which in turn ...

Palm Beach Gardens, Fla. — Palm Beach Gardens, Florida-based Ram Realty Advisors has purchased a 600,000-square-foot retail portfolio of seven grocery-anchored shopping centers across the Southeast ...

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 ...

Across the industry, advisors, broker/dealers and asset managers each have their own reason for using model portfolios. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the benefits and ...

In the era of Consumer Duty, there is a stronger focus than ever on ensuring and demonstrating that clients are receiving value for money and are in the most suitable products for them. To this end, ...

NEW YORK--(BUSINESS WIRE)--Town Lane (www.townlane.com), a real estate investment management firm, Corebridge Real Estate Investors and Equus Capital Partners announce the acquisition and sale of a ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Fidelity Investments has rolled out custom model portfolios with exposure to the private markets and will do the same for its turnkey models as well. The private market exposure is available through ...