WisdomTree’s Model Portfolio Research Study used psychographic segmentation to understand which investors would most likely embrace their advisor who uses third-party model portfolios.

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

Custom model portfolios can have higher expenses, but they aren’t super expensive. Using a custom model portfolio can change an investor’s portfolio in unexpected ways.

These 12 sample portfolios and brand reviews should help investors and their advisors simplify and sharpen their portfolios, and challenge ETF providers to highlight what they're best at.

Trying out one of these three Kiplinger 25 model portfolios, that use our favorite low-cost mutual funds, to reach your investment goals.

High-earning advisors need the edge the latest iterations of digital model management can provide.

Advisers can build their own custom model portfolios of exchange-traded funds if they agree to move a minimum of $2.5 million in assets to Betterment.

Model portfolio adoption on the rise among advisors New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships. DEC 12, 2024 ...

In our December Model Portfolio Investment Committee (MPIC) meeting, we voted to implement several such changes as we head into 2022. The WisdomTree Economic & Market Outlook for 2022 We recently ...

We last wrote specifically about the Siegel-WisdomTree Model Portfolios back in August 2021. It is time for an update. Before we dive in, let’s remind ourselves of the investment mandates we ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.