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.

Read here for an update on how to build a simple, diversified 6-fund retirement portfolio for steady income, growth, and ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

ETF model portfolios can be simple or complicated, but I believe every investor should have at least one ETF model portfolio "handy." For individual investors who like to "keep it super simple" (KISS) ...

Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report and a ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the addition of a ...

We've constructed three portfolios using only funds from the Kiplinger 25, a list of our favorite no-load mutual funds, designed for investors with different goals, time horizons and levels of risk ...

Low-cost ETF model portfolios on Envestnet’s Fund Strategist Network offer advisors market-cap-weighted and strategic beta solutions built on behavioral insights The new Schwab Model Portfolios offer ...

BOSTON--(BUSINESS WIRE)--US investors fared better in 2017 than their international peers, particularly Continental Europe, according to the Global Portfolio Barometer published today by Natixis ...