Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

The rise of discretionary model portfolio services is more than a trend. It is a signal of how advice is evolving.

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 ...

Advisers should prepare to deal with increasing regulatory scrutiny as the FCA prepares to tackle lack of transparency in model portfolios, experts warn. In its asset management interim study, ...

Model portfolios are one of the fastest-growing segments of the asset management industry. Today, there over $5 trillion is allocated to these portfolios, according to Andrew Guillette, Vice President ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The Growth Model complements the firm’s existing suite of both ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Vanguard is planning a push into the UK model and bespoke portfolio space, aided by the first acquisition in the company's 46-year history. Last month the company acquired Just Invest, a US start-up ...

It was a good news, bad news story for my model Yield Hog Dividend Growth Portfolio in 2025. First, the good news: Thanks to ...

Which model ISA portfolios offer both high performance and low fees? Hargreaves Lansdown, Interactive Investor and AJ Bell go under the spotlight. The content of this article was relevant at the time ...