Model Portfolios Hit $646 Billion as Assets Double Since 2021
Key Points
- Model portfolios have surged to $646 billion, offering finan...
Model portfolios just hit $646 billion in assets under advisement by March 2025, proving that financial advisors have finally found their holy grail: a way to manage money without actually managing money. This represents a jaw-dropping 62% growth since June 2023 and more than double the assets since tracking began in 2021.
Think of model portfolios as the meal kits of investing – pre-packaged, professionally designed, and perfect for advisors who'd rather spend time explaining why your portfolio tanked instead of actually picking the stocks that tanked it. The concept is beautifully simple: l...
While we have taken every measure to build an AI pipeline that generates credible and accuracte news, we still encourage you to conduct your own research before making investment decisions. InsAIght's content should not be considered professional financial or trading advice.