Simplify Asset Management has unveiled a new suite of ETF-driven model portfolios built using the firm’s lineup of first-of-their-kind funds.

Morningstar’s model portfolio database includes more than 2,500 models as of November 2022, up from around 1,000 a couple of years ago. Exhibit 1 shows the number of model portfolio launches and ...

State Street's study also underscored the positive impact of model portfolios on client satisfaction. Nearly all investors using these tools (95 percent) expressed confidence in their advisors ...

Summary. The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar.

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.

Discover a model portfolio of dividend-paying stocks & ETFs aimed to beat the S&P 500. Learn strategies for diversification & long-term growth. Click for more.

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

We recently doubled our model portfolio coverage, launching ratings on 12 new model portfolio series spanning 76 unique portfolios. That brings our total coverage to 24 series and 139 portfolios.

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this ...

Investing; Model Portfolios Surging as Advisers Seek Quick Ways to Invest Client Money Assets in these pre-baked investment kits recently surpassed $4 trillion to reach a new high ...