A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

For decades, wealth distribution has operated under a familiar playbook: Recruit more financial professionals, provide them with products and drive sales volume. That approach built impressive scale, ...