Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

Discover Monro, Inc.’s Q2 2026 earnings insights—store optimization, margin gains, and digital strategy fuel confidence amid market shifts.

Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with their client’s unique needs and preferences. With custom model assets surpassing ...

We recently compiled a list of the 10 Important AI News and Ratings for Today. In this article, we are going to take a look ...