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 ...

New research from Cerulli Associates shows launching custom models for the independent RIA channel is among the top priorities for model providers. According to Cerulli, at year-end 2024, there were ...

The popularity of exchange-traded funds has skyrocketed over the past decade as more Americans have opted for them over mutual funds. Although the two vehicles are structured similarly, the appeal of ...

Discover how financial modeling helps analyze a company's operations and forecast growth. Learn its uses in project valuation, budget planning, and stock performance.

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 ...