Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

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 ...

Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...

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 ...

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes various sectors including business development companies, real estate, bonds, ...

(Reuters) - BlackRock has launched its first model portfolio blending private and publicly traded assets, it said on Wednesday, as it looks to expand its footprint in the lucrative private market ...

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 ...

BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) today released the results of its Model Portfolios: Adaptive Solutions for ...

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...

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.