Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

Model Portfolios for Short- and Intermediate-Term Goals Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.

Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.

Use the strategic asset allocations of top model portfolio managers to give your portfolio a temperature check.

Clear buy and sell rules aren’t just for professionals — they’re for anyone who wants to invest with purpose. Read more here.

Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios ...

VALLEY FORGE, PA — Vanguard has broadened its suite of fixed income model portfolios with the launch of two new offerings designed to give financial advisors greater flexibility in tailoring … ...