This series will gradually develop a fully functioning Google Sheet to track and model stock performance and dividends. Part 1 covers the expected output and features of that tool and generates the ...

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 ...

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 ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

ETF flows bounced back after a slower April, compared with the first three months of 2025. Investors turned their attention away from US equities toward taxable bond and international stock ETFs.

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Blackrock is one of the leading providers of model portfolios. Currently, the asset manager is overweight megacap tech stocks. It sees strong earnings momentum and growth upside in addition to ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

As the cryptocurrency market continues to evolve, so too do the tools and strategies available for tracking and managing digital assets. While many investors turn to third-party apps, exchanges, or ...