Model portfolios offered by asset managers and ... and trading frequency. For example, an advisor may want to add an index exchange-traded fund to a model composed of actively managed funds ...

Top stock picks for capital appreciation and outperformance, with a focus on profits, dividends, and long-term viability.

Becoming a model is a dream for many people, but it’s more challenging than it may seem. Building a strong portfolio is one of the most important steps to becoming a model. A modeling portfolio ...

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

Model portfolios continue to expand, increasing to nearly $424 billion USD. Assets in model portfolios have surged by 48% over two years, reflecting their growing popularity and effectiveness in ...

head of ETF model portfolios at Global X ETFs. "For example, equities and fixed income traditionally have a low correlation, so fixed income can provide a cushion during periods of economic stress ...

The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile.

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

The NFN platform provides managers of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) the ability to register their assets with a searchable symbol that is ...