There were four model portfolios introduced in chapter 7 of the book: Two "Aggressive risk/reward" portfolios, two "Moderate risk/reward" portfolios; and one "Taxable" portfolio in chapter 9.

Model portfolios are continuing to rise in popularity for advisors. ... For example, more complex models may benefit from larger teams while simple models may be able to succeed with smaller teams.

This series of model portfolios from Morningstar’s director of personal finance and retirement planning Christine Benz can help investors reach their financial goals.

My Model Portfolio. It feels like two minutes have passed since I published my first article on Seeking Alpha two years ago. I am now a 16-year-old investor but started investing (with my father's ...

In the Institute for Innovation Development’s ongoing interviews with active asset managers, we are seeing a growing trend of portfolio construction exploration and experimentation driven by the ...

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 ...

Why are they among the popular kids on the block? Well, with the growing commoditization of portfolio management, the portfolios are viewed as an effective means by which to abet the ability of ...

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

The best example is the traditional 60/40 portfolio. In the last couple of decades, this mix has been sufficient for returns and diversification. Model Portfolios Allow for More Diversification ...

The expansion of Envestnet’s model portfolio lineup comes nearly a year after the firm revealed it was being acquired by Bain Capital and Reverence Capital in a $4.5 billion take-private deal.

The wealth management industry is adapting to changing business models in a number of innovative ways, not simply stopping at the implementation of model portfolios, according to the managing director ...