Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

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.

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

Most retirees focus on the wrong metric - and it could cost them everything. This income framework turns volatility into an ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

In a joint release today, Goldman Sachs Asset, which oversees about $3.5 trillion in assets under supervision, and T. Rowe, with $1.79 trillion in client assets, said these model portfolios created in ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Discover how multivariate models use multiple variables for investment forecasting, risk analysis, and decision-making in finance. Ideal for portfolio management.