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.
Model portfolios are no longer a niche solution—they are rapidly becoming a foundational tool for financial advisors. Morningstar’s 2026 US Model Portfolio Landscape report highlights how these ...
Michael Kitces: The most significant shift in the advent of model marketplaces is that it decomposes TAMPs. Brooke's Note: I admit I never really understood what the heck model portfolios were and why ...
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