The MarketWatch News Department was not involved in the creation of this content. LOS ANGELES and SAN DIEGO, June 16, 2025 /PRNewswire/ -- Chantico Technology, a leader in machine learning scenario ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Assets under management, tied to model portfolios, are forecast to exceed $10 trillion by 2025. Some reasons for the category’s growth include increasing awareness and comfort among clients, a wider ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Financial advisors increasingly understand their value proposition is not their stock-picking savvy or ability to construct a bond portfolio. As the industry moves towards holistic wealth management ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...