• The Evolution of Model Portfolios: A Deep Dive with Envestnet

  • Feb 20 2025
  • Length: 36 mins
  • Podcast

The Evolution of Model Portfolios: A Deep Dive with Envestnet

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  • Summary

  • In this episode

    • The red flags to watch for when evaluating model portfolios.
    • How private markets could strengthen model portfolios—and the risks involved.
    • Why technology will drive personalization, but human connection with remain key.

    Additional resources:

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

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