The beauty of ETFs is that they have democratized many asset classes. From commodities and esoteric bonds to small-cap and international stocks, investors have the ability to add plenty of new asset ...

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 ...

Advisors need to be unbiased, but what about the model portfolios they choose? Not surprisingly, when issuers create a model portfolio, they're incentivized to include their own ETFs. But more and ...

Whether you’re retired or saving for retirement, Morningstar’s Director of Personal Finance and Retirement Planning Christine Benz has a collection of investment portfolio examples to show you how to ...

Vestmark, a provider of wealth management technology and outsourced investment services, has announced a strategic ...

Recent market selloff has created deep discounts to NAV in select CEFs and ETFs. The portfolio covers various sectors. Read here for more details.

Your quarterly statement reveals four basic index funds inside a model portfolio charging 1% annually, and that gap between what you pay and what you actually own raises a question most investors ...

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 and ...

You could argue that model portfolios and exchange traded funds (ETFs) go hand in hand. After all, ETFs and their broad diversification benefits have made it easy for financial advisors, institutional ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

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 ...

Whether you're a new or veteran investor, you probably want a lot of different things from an investment. But, deciding which investments will help you achieve your financial goals may be a bit of a ...