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 ...

Model portfolios have continued their growth trajectory within the US wealth management space, with assets climbing to $6.6 trillion in the second quarter of 2024, according to Broadridge's latest ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

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 ...

Royal Cornerstone Portfolio, a 176,645-square-foot industrial portfolio at 8600 North Royal Lane in Irving and at 1300 North Central Expressway in Allen, has sold to Dallas-based Blue Ridge Industrial ...