According to Broadridge data, by year-end 2025, the model portfolio industry totaled $9.3 trillion in AUM, representing 18% ...
Morningstar Wealth partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to give advisors a multi-manager ...
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 ...
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 revolution in private markets and private lending is setting the stage for a sweeping investor shift out of publicly traded stocks and into alternatives, according to Apollo Global CEO Marc Rowan.
AI's rapid evolution is reshaping industries, with the coding market potentially reaching a $500 billion valuation.
Investor appetite for exposure to private markets shows no signs of waning. As closed-end funds, retirement trusts, and special purpose vehicles grow in popularity, direct issuer access may offer the ...
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 ...
If we are to understand the conditions facing vulnerable children, we have to begin with a difficult truth: poverty remains ...
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