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

Often, there is a mismatch between how an advisor spends his or her time, and what drives ultimate success for the practice. By embracing technology and model portfolios, advisors can free up more ...

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

When I began working at Morningstar more than 30 years ago (cue dinosaur jokes), Fidelity’s actively managed stock funds were the mutual fund industry’s shining stars. Peter Lynch had already retired, ...

I remember sitting in a meeting with Vanguard founder Jack Bogle at Morningstar’s offices many years ago, not long after his heart transplant. “I wanted to visit sooner,” he said in his booming ...

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 ...

Market volatility is not new, but it's still tiresome for advisors. It's not enough that your clients often require more attention during volatile markets, but their portfolios do, too. Time never ...

Webull enhances its advisory platform by integrating BlackRock's model portfolio capabilities, expanding investment options to better serve a broad range of investment needs. ST. PETERSBURG, Fla., May ...

Assets under management in model portfolios clocked in at $3 trillion during the first quarter, a 16% drop compared with the fourth-quarter of 2019 as the selloff related to COVID-19 racked the ...