Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Public Storage and Asbury Park-based Solar Landscape have kicked off construction of a 133-rooftop community solar project as part of a multistate partnership, the companies announced Aug. 1. The ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Globally, model portfolios have long been a cornerstone of wealth management. In the United States, separately managed accounts and model portfolios have given investors access to institutional-grade ...

The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...