Model-portfolio use jumped to 42% while direct indexing and SMAs race toward $825 billion. How advisors outsource beta and keep the tax alpha in 2026.
Browsing: model portfolios
Dimensional’s ETF share class conversions went live in March 2026 with 98 filings in the SEC queue. What the wave means for advisors holding legacy funds.
Interval funds hit $277B in January 2026. Fidelity, BlackRock, and Envestnet now embed private credit into advisor model portfolios. Here’s the full advisor playbook.
BlackRock-GeoWealth UMA model portfolios go live with 15% private allocation. Inside the 60/25/15 framework reshaping RIA portfolio construction in 2026.
Vanguard’s April 28 BondBuilder launch adds four bond-ladder model portfolios for advisors. Inside the $1T+ model portfolio race and what it means for fixed income.