Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

In this month’s Defaqto MPS Comparator article, Andy Parsons, insight manager investments at Defaqto, looks at the top performing defensive model portfolios.

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile.

This and many other reasons are why model portfolios are gaining traction, with advisors seeking structured investment solutions using various portfolio allocation models. Advisors now face the ...

“This trend reflects a shift towards investment options that balance risk and return.” According to Broadridge, the number of model portfolios built purely from ETFs currently sits at 38% of ...

The NFN platform provides managers of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) the ability to register their assets with a searchable symbol that is ...