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 ...

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.

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 to ...

Kshitij Dixit, SaaS Founder at Zeo, YC Alum, is building AI-driven products used by over a million users globally. A few years ago, frontier laboratories like OpenAI, Google DeepMind, Meta and Tencent ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

Full suite of MAC3 multi-asset risk models provide accurate risk forecasts, robust portfolio analytics and consistent measurement tools across all major asset classes NEW YORK – April 2, 2026 – ...

Bloomberg has updated its asset class coverage provided within its suite of advanced Multi-Asset Risk Models (MAC3), supporting global asset owners, asset managers, and hedge funds with comprehensive, ...