In our Zenfolio review, we take a close look at this popular portfolio builder, highlighting its main pros and cons.

Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that makes sense given ...

Model portfolios are an attractive investment vehicle for advisors to outsource some, or all, of their portfolio construction responsibilities to focus on more holistic financial planning. Offered by ...

Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios for its ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...

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 ...

BRISBANE, Australia, Sept. 24, 2025 /PRNewswire/ -- Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...