Allocation model portfolios still dominate the landscape ... and smaller ones aren't automatically disadvantaged. For example, more complex models may benefit from larger teams while simple ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees ... Most of the model portfolios laid out in the sections below include three Buckets ...

To help aid in the process, I’ve created a number of model portfolios for Morningstar readers. These sample portfolios are designed to depict sensible asset allocations for investors at various ...

The company says it is making it easier and more efficient for advisors to provide clients exposure to alternative ...

Model portfolios are increasingly popular among ... tasks to assist both early career advisors looking to build their book of clients and experienced advisors with their eye on nurturing client ...

Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report ...

How? By streamlining the portfolio management process without sacrificing client trust or portfolio performance. An effective way to do this is to embrace model portfolios and the benefits they ...

As portfolio management becomes ... particularly important activity, for example, for younger advisers that are focused on asset gathering and building a book of business,” Bruenell said.

so the portfolio adjusts for inflation. While the model shows an income of $10,000 the principle is the same for a smaller or larger amount. For example, if you wanted to use the idea to create $ ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up.