Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Rob is a Contributing Editor for Forbes Advisor, host of the Financial Freedom Show, and the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom. He ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Financial models are fine for explaining in general how markets should work, but it’s a mistake to over-rely on them when building an investment portfolio. All models are flawed to some degree. Often, ...

The world is changing. Why should portfolio design stay the same? To navigate today’s unprecedented uncertainty and adapt to clients’ shifting needs, financial advisors must become more flexible and ...

While investors rode out the market volatility and economic disruptions seen over the course of 2020, challenges remain for private fund managers as we move into the new year. The COVID-19 pandemic ...

With artificial intelligence emerging as a transformative force in finance, a number of investors have begun to recognize the potential of this technology in shaping their portfolios. In fact, a ...

Of course you've heard of Naomi Campbell, Cindy Crawford, and Brooke Shields. They were the world's first supermodels, after all. But if you’re wondering how to become a model nowadays, a lot has ...