Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

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 ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

When I began working at Morningstar more than 30 years ago (cue dinosaur jokes), Fidelity’s actively managed stock funds were the mutual fund industry’s shining stars. Peter Lynch had already retired, ...

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 ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

Some advisors think of model portfolios as a tool for advisors that is rigid: a pre-selected allocation not to be tampered with. However, the model portfolio’s true advantage is that it brings an ...

The agency has released a request for public comment to assess whether they're offering investment advice rather than just information and should be regulated as advisers. By Mark Schoeff Jr.

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the last two years, per Escalent. Financial advisers are evolving ...

I have to admit, I have used some very strong titles in recent days, weeks, and even months. However, none of it is clickbait. Not only have I promised readers to never mislead them or waste their ...