A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...
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.
In separate announcements, Capital Group, SMArtX and BondBloxx unveiled several new model portfolios. For its part, Capital Group, launched eight new active model portfolios comprising its all-active ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results