As market volatility continues to challenge traditional investment approaches, the demand for personalized solutions that cater to specific client requirements could continue to rise. This likely ...

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 ...

BlackRock (NYSE: BLK) has gone live with a “customizable” public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported by ...

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

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.

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

Part of Fidelity’s Robust Lineup of Portfolio Solutions for Wealth Management Firms, New Model Portfolio Capabilities Allow Exposure to Private Markets BOSTON, June 18, 2025 – Fidelity Investments® ...