Model portfolios continue to expand, increasing to nearly $424 billion in 2023. Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

The recent tumult of surging redemption requests at private credit non-traded BDCs has done nothing to dissuade enthusiasm for alternative investments in the wealth channel, based on the mood at the ...

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 ...

VALLEY FORGE, Pa., Aug. 12, 2026 /PRNewswire/ -- Vanguard continues to expand its model portfolio offering with the introduction of Vanguard Custom Model Portfolios, providing financial advisors with ...

Vanguard has launched Vanguard Custom Model Portfolios, a new offering that allows financial advisors to modify the asset manager's existing multi-asset and single-asset-class model portfolios to ...

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 ...

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 provides ...

VALLEY FORGE, Pa., April 21, 2025 /PRNewswire/ -- Vanguard is bringing its fixed income portfolio construction expertise to financial advisors through the launch of the firm's first dynamic asset ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...