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Articles tagged "Model portfolios"


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Michael Kitces: The most significant shift in the advent of model marketplaces is that it decomposes TAMPs.

RIAs are starting to embrace 'model' portfolios, pressuring the status quo proprietary model of giants like BlackRock, Vanguard and Capital Group and making TAMPs emphasize back office support

Wirehouse brokers and IBD reps have already driven trillions in assets to 'models' but if RIAs -- and specialized 'RIA' model suppliers jump in, a $13 trillion market is projected by 2029

August 19, 2025 at 5:10 PM

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