Explore the insights of Morningstar veteran and current Principal Director Ling-Wei Hew from Envestnet on the evolution and future of model portfolios.

Model portfolios allow investors to use simple and effective investment methods that require minimal management effort. Advantages of Investing in a Model Portfolio Should you use a model portfolio?

In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

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

By contrast, 76% of advisers say that third-party model portfolios may be a disadvantage if portfolio management is a big part of the firm’s value proposition.

The SEC is looking into model ETF portfolios offered by financial advisors, Investment News reports.

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

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 ...

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 ...