Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Outsourcers devote 63% of their time on client-facing activities and predominantly work with clients that have less than $2 ...

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.

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

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 ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

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 ...

While investors rode out the market volatility and economic disruptions seen over the course of 2020, challenges remain for private fund managers as we move into the new year. The COVID-19 pandemic ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...

Hand models use their fingers, palms, and wrists to promote a wide range of products, from high-end jewelry to everyday items. But becoming a hand model isn’t just a matter of having great digits. To ...

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...