The report finds that 42% of advisers using model portfolios increased their usage over the past two years, up significantly from 29% in 2023.

Reliance on model portfolios was seen rising among financial advisers as they fundamentally shifted their daily focus away from technical investment tasks towards business development, according to a recent survey by Escalent, a market research and advisory firm based in Michigan . The report is an annual study that tracks financial advisers’ use of model portfolios The company conducted the online survey titled ‘Advisor Use of Model Portfolios and SMAs’ through its financi