Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that makes sense given ...

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 ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

A multitrillion-dollar beast is prowling Wall Street, making huge market moves that few can see coming -- and the beast is getting bigger. It has been around for years, but in an era of fee wars and ...

Many advisers are now using model portfolios and describing their value proposition less as a money manager and more as a wealth manager. Time was when an adviser’s value proposition was about their ...

Outsourcers devote 63% of their time on client-facing activities and predominantly work with clients that have less than $2 ...

Authored by Kevin Guerette, Director of Distribution Services, President of Ultimus Fund Distributors, LLC with contributions from Colin Barber, Director of Strategic Initiatives and National Accounts ...

Folio Institutional is initially offering the MMX program as a free service for all registered advisers and broker/dealers who use its platform. Advisers wishing to have their models displayed can do ...