Goldman Sachs Asset Management and T. Rowe Price debut four co-branded model portfolios aimed at mass affluent and high net ...

Learn how today’s customization capabilities, active strategies, and private-market investments are creating differentiated ...

In a joint release today, Goldman Sachs Asset, which oversees about $3.5 trillion in assets under supervision, and T. Rowe, with $1.79 trillion in client assets, said these model portfolios created in ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

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 ...

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 ...

Discover a diversified portfolio of ETFs & CEFs for 6%+ income yield, market-matching growth, and lower tech risk.

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

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 ...

There are no changes to the Model Shadow Stock Portfolio after conducting the quarterly portfolio review at the beginning of December.