The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...

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.

Vestmark and T. Rowe Price are teaming up on a new model portfolio offering aimed at RIAs looking to scale personalization and tax management for clients without building everything in-house. The ...