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.

The Model Portfolio Landscape in 5 Charts What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

Advisors reported having increased their current assets under management in model portfolios, according to State Street Global Advisors ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories ...

His model portfolio is "well-diversified, equity-oriented for long-term investors and efficient in the sense that it is as good or better than other alternatives," he says.