Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...
The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...
Capital Group, the world’s largest active asset manager, is entering the growing market for model portfolios built entirely with actively managed exchange-traded funds. The Los Angeles-based firm, ...
Vestmark and T. Rowe Price are teaming up on a new model portfolio offering aimed at RIAs looking to scale personalization and tax management for clients without building everything in-house. The ...
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