Morningstar estimates custom model portfolio assets have grown to more than USD 125 billion as of Sept. 30, 2024, up almost 50% from June 30, 2023, as detailed in Morningstar’s Guide to ...

The portfolios in Morningstar’s Guide to Customizing a Model Portfolio use off-the-shelf models reported to Morningstar as a starting point and are for illustrative, educational, or ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management ...

The Standpoint Multi-Asset Fund remains the core at 40%, but swapping out FOF for the another fund-of-funds. Check out my updated Retiree Portfolio Model.

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli ...

Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios ...