Goldman Sachs' (GS) asset management arm and T. Rowe Price Group (TROW) introduced co-branded model portfolios to meet the ...

The model portfolios combine mutual funds and ETFs and are geared toward mass affluent and high-net-worth investors.

In a joint release today, Goldman Sachs Asset, which oversees about $3.5 trillion in assets under supervision, and T. Rowe, with $1.79 trillion in client assets, said these model portfolios created in ...

Discover a diversified portfolio of ETFs & CEFs for 6%+ income yield, market-matching growth, and lower tech risk.

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

Model portfolios have been growing at a consistent rate for decades due to increasing adoption by younger advisors and more awareness among investors. Now, they have reached a size at which they are ...

Model investors are nearly two times more likely to say they are confident about the state of their finances, and are far more likely to trust their financial advisors than investors not in models.

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

There are no changes to the Model Shadow Stock Portfolio after conducting the quarterly portfolio review at the beginning of December.