Sustainable multi-asset portfolios can be very low-cost. To see how much a green portfolio could cost, we’ll look at moderate-risk model portfolios from BlackRock and Dimensional Fund Advisors.

Advisors told us how they use model portfolios with clients — or why they don't.

These 12 sample portfolios and brand reviews should help investors and their advisors simplify and sharpen their portfolios, and challenge ETF providers to highlight what they're best at.

ETF model portfolios provide a cost-effective strategy allowing more time to be spent on client-facing activities including client acquisition and retention. 2020 accelerated the adoption of key ...

Custom model portfolios can have higher expenses, but they aren’t super expensive. Using a custom model portfolio can change an investor’s portfolio in unexpected ways.

Trying out one of these three Kiplinger 25 model portfolios, that use our favorite low-cost mutual funds, to reach your investment goals.

We last wrote specifically about the Siegel-WisdomTree Model Portfolios back in August 2021. It is time for an update. Before we dive in, let’s remind ourselves of the investment mandates we ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only ...

David Schassler: Model portfolios have evolved faster than ever, reshaping the way investors are able to build wealth. A lot of that change has been driven by advancements in technology, the need ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models ...

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 ...