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.

Bitwise launches seven model portfolios for digital assets on billion-dollar advisory platforms, offering advisors ...

Capital Group, the world’s largest active asset manager, is entering the growing market for model portfolios built entirely with actively managed exchange-traded funds. The Los Angeles-based firm, ...

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, expert guidance.