The head of ETFs and SMAs at Capital Group explains why actively managed exchange-traded funds are gaining share over passive ...

VALLEY FORGE, Pa., Aug. 12, 2026 /PRNewswire/ -- Vanguard continues to expand its model portfolio offering with the introduction of Vanguard Custom Model Portfolios, providing financial advisors with ...

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 ...

Third-party model portfolio assets reached $934 billion as of March 31, 2026, a 45% increase over the trailing year and more than triple the amount recorded in Morningstar’s first survey in June 2021.

Whether you're a new or veteran investor, you probably want a lot of different things from an investment. But, deciding which investments will help you achieve your financial goals may be a bit of a ...

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 ...

This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

Wealth manager W1M began planning the launch of its retirement model portfolio proposition two years ago in response to ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...

Our model portfolios are curated baskets designed to help income-focused investors navigate various goals, including quality, high yield, dividend growth, safety, and monthly income. Premium members ...

In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl ...