Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that makes sense given ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

Vanguard has launched its first dynamic asset allocation fixed income model portfolios. The portfolios, the Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, went live ...

For decades, India’s retail investors have navigated a choice between two extremes: the DIY world of stock picking or the pooled world of mutual funds. Both have their place, but what was missing was ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

While model portfolios have become a mainstay for many advisory practices, more than one-fourth of advisors are still opting not to offer them, according to new research from Morningstar. In a new ...

Advisors reported having an average of 39% of their current assets under management in model portfolios, up from 32% three years ago, according to Model Portfolios: Adaptive Solutions for Advisory ...

Risk modeling comes in varying shapes and sizes throughout the financial world. Having previously worked as a derivatives trader on the Chicago Board Options Exchange and as a senior risk analyst, I ...