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 ...

Financial advisers are famously clear about what matters when choosing a model portfolio service (MPS). If you believe the surveys, advisers pick their portfolios with all the clinical precision of ...

I am going on the "maximum defensive" with my 2025 model portfolio update, moving out of direct equities funds and including gold. The portfolio consists of two mutual funds and three ETFs, all of ...

John Soutsos explains why he thinks using ETFs as a discretionary portfolio manager is "cheating" With nearly 40 years in the ...

Webull enhances its advisory platform by integrating BlackRock's model portfolio capabilities, expanding investment options to better serve a broad range of investment needs. Webull users now have ...