Sorting through the wide-ranging model portfolio universe can be daunting. To help advisors find the right model portfolios for their clients, we expanded the Morningstar Quantitative Rating, or MQR, ...

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 ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

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 ...

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

It’s almost 40 years to the day since Back to the Future hit the silver screen. Readers of a certain age will remember that ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

The agency has released a request for public comment to assess whether they're offering investment advice rather than just information and should be regulated as advisers. By Mark Schoeff Jr.