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.

The year is shaping up to be one where my dialog with leadership within large financial institutions shifts from “I want to do digital” to “Show me how digital helps me become more competitive.” ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

Integrating geographic information systems with digital twin technology marks a pivotal advancement in transit organizations’ asset management. This fusion delivers a powerful digital model of ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Data is the core asset that drives value creation, and that value ultimately resides with the owner of the data.

Data modeling tools play an important role in business, representing how data flows through an organization. It’s important for businesses to understand what the best data modeling tools are across ...

At its heart, data modeling is about understanding how data flows through a system. Just as a map can help us understand a city’s layout, data modeling can help us understand the complexities of a ...