Model Portfolio Assets Surge 62% to $646 Billion Since Mid-2023
Key Points
- Model portfolios have surged to $646 billion, allowing advis...
Financial advisors have discovered something better than sliced bread: letting someone else pick the investments while they focus on the fun stuff like explaining why your portfolio went down when the market went up. Model portfolios - essentially pre-built investment collections that advisors can slap onto client accounts - have exploded to $646 billion in assets as of March 31, 2025. That's a jaw-dropping 62% increase since mid-2023, proving that sometimes the best investment strategy is admitting you'd rather have BlackRock do the heavy lifting.
The BlackRock Empire Strikes Back
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