Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

The Model Portfolio spreadsheet is updated in "real-time" to include all new "Buy Alerts" and "Sell Alerts". The prices of all securities are updated "Live" (with a 20-minute delay). A new link to the ...

Assets controlled by model portfolios, or preset investment templates, hit another high as financial advisers increasingly use them to build investor portfolios.

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 ...