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 ...

Model portfolios are an option that offers efficient diversification, transparency, and robust reporting. They also provide an opportunity for advisors to focus more on their clients. Curtis ...

How much should you own in cash reserve?” An asset allocation model helps investors understand the potential returns from portfolios with varying allocations to stocks and bonds, plus cash.

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 ...

Alongside his leadership of MAS, Schassler also serves as portfolio manager for VanEck’s asset allocation strategies and model portfolios. His expertise lies at the intersection of quantitative ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted for more than 70% of the total models in Morningstar's database. A big driver ...

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds ...