While advisors’ reliance on model portfolios is increasing more slowly than anticipated, there apparently has been an uptick in advisors using them to help better serve clients and develop their ...

LIVONIA, Mich., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the last two years, per Escalent. Financial advisers are evolving ...

Crypto asset manager Bitwise launched seven model portfolios focused on digital assets. The portfolios, tailored to serve different investor risk preferences, will allow financial advisors to give ...

Bitwise launches crypto model portfolios on major advisory platforms, enabling financial advisors to allocate digital assets using ETFs. Bitwise has launched a new set of model portfolio solutions ...

At Parametric, we’ve observed more asset owners adopt a Total Portfolio Approach, enabling them to manage risk and return holistically. Increasingly, they seek partners with deep cross-asset expertise ...

Adam Palasciano is a writer over three years of experience writing about personal finance, investing, student loans, and more, for outlets like GOBankingRates, FinanceBuzz, The Penny Hoarder, and Wall ...

Private equity (PE) firms face a persistent challenge: transforming fragmented portfolio company data into clear, actionable insights. Inconsistent reporting, regulatory demands, and the increasing ...

Model Portfolios: How Innovation Is Driving Variety Learn how today’s customization capabilities, active strategies, and private-market investments are creating differentiated portfolios and new ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...