The Coca-Cola Company’s KO Zero Sugar line has rapidly evolved from a niche offering into one of the central growth engines of its global portfolio. In recent quarters, the brand’s performance has ...

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 continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

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 ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Assets in model portfolios grew by nearly 50% over the last 2 years. By fully or partially outsourcing the investment management function, it frees up more time for advisors to focus on building their ...

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 ...