I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

I have to admit, I have used some very strong titles in recent days, weeks, and even months. However, none of it is clickbait. Not only have I promised readers to never mislead them or waste their ...

That was one of the pieces of feedback on my short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also fields a solid lineup of ...

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 ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

Vanguard has launched Vanguard Custom Model Portfolios, a new offering that allows financial advisors to modify the asset manager's existing multi-asset and single-asset-class model portfolios to ...

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 ...

VALLEY FORGE, Pa., May 18, 2026 /PRNewswire/ -- Vanguard has launched a new Dynamic Active-Passive Model Portfolio series, further expanding the firm's lineup of model portfolios for financial ...

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 ...