model portfolios

Advisor Upside

Vanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions

Photo via Rafael Henrique/ZUMA Press/Newscom

Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant capital gains taxes.

2 min read

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Advisor Upside

Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.

2 min read
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ETF Upside

Move Over Mutual Funds, All-ETF Portfolios Are on the Rise

Forgoing mutual funds or direct stocks altogether makes sense for some, experts say.

2 min read
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ETF Upside

Model Portfolios Decide Which ETFs Succeed. That Might Not Be a Good Thing

The rise of model portfolios has enabled issuers to choose funds in their best interest — not necessarily the client’s.

2 min read

Advisor Upside

Why More Advisors Are Outsourcing to Model Portfolios

Photo by Michael Lee via Unsplash

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Caiaimage/Chris Ryan, Wasja, and Pictac via iStock

Advisor Upside

How Advisors Are Tapping ETFs in Model Portfolios

Financial advisors learn to love the turnkey solutions with customizable options.

4 min read
Photo by Shlok Jethwa via Unsplash

Advisor Upside

Behind GeoWealth’s Latest $38M Funding Round

There is growing demand for private market allocations, especially among less wealthy clients who historically haven’t had access to them.

2 min read
Photo by Ken Lund via CC BY-SA 2.0

Industry News

Inside Goldman’s New Private-Public Model Portfolios

The new products will help RIA firms tailor investments to the needs of their advisors and end clients.

2 min read

ETF Upside

Earth to Advisors: Vanguard Expands Model Lineup

Photo via Connor Lin / The Daily Upside

Think you’re too cool for model portfolio school? Many advisors are responding by channeling Ben Stiller’s Zoolander: “You aren’t.”

2 min read

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