American Beacon Advisors and Mercer Investments team up to offer advisors professionally managed model portfolio suite ...

Partnership targets advisors, wealth managers, and multi-family offices as third-party model assets swell to near $1 trillion ...

American Beacon Advisors announces launch of Mercer & American Beacon Model Portfolios in collaboration with Mercer Investments LLC.

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

Model Portfolio Explained: Model portfolios are emerging as a popular investment option among retail investors seeking structured and curated equity exposure, but experts caution that they may not be ...

Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant ...

Model portfolios are an attractive investment vehicle for advisors to outsource some, or all, of their portfolio construction responsibilities to focus on more holistic financial planning. Offered by ...

Vestmark and T. Rowe Price are teaming up on a new model portfolio offering aimed at RIAs looking to scale personalization and tax management for clients without building everything in-house. The ...

Model portfolios are no longer a niche solution—they are rapidly becoming a foundational tool for financial advisors. Morningstar’s 2026 US Model Portfolio Landscape report highlights how these ...

AI-generated portfolios were concentrated in mega-cap tech stocks, with recommendations based more on the volume of media coverage than fundamental analysis, according to a new research paper.

Robert Kelly is managing director of XTS Energy LLC, and has more than three decades of experience as a business executive. He is a professor of economics and has raised more than $4.5 billion in ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...