This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors, including business development companies ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

Investing for retirement hogs much of the discussion about how to build a portfolio, but most of us save for multiple goals in the years leading up to our retirements: home down payments, weddings, ...

I remember sitting in a meeting with Vanguard founder Jack Bogle at Morningstar’s offices many years ago, not long after his heart transplant. “I wanted to visit sooner,” he said in his booming ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

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 and a ...

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 ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...

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 for its ...

In November, Dynasty Financial Partners, the St. Petersburg, Fla.-based support platform for registered investment advisors, rolled out Model Select, a model portfolio program for its network of ...

Broadridge Financial Solutions, a financial technology infrastructure provider, expects total assets in model portfolios to exceed $11 trillion by the end of 2028. This would represent more than a ...

In an interview with Bloomberg, Salim Ramji, Blackrock’s global head of iShares and index investments, spoke about the growth of model portfolios, and why he believes that assets under management (AUM ...