Model portfolios continue to expand, increasing to nearly $424 billion USD. Assets in model portfolios have surged by 48% over two years, reflecting their growing popularity and effectiveness in ...

Kephart regularly contributes to Morningstar’s thought leadership on target-date strategies, 60/40 portfolios, model portfolios, and other multi-asset outcome-based products. He has been the ...

AI boom faces scrutiny as Chinese firm DeepSeek's model challenges U.S. industry. Investors question high infrastructure ...

DeepSeek’s rapid ascent has elicited seismic reactions from Silicon Valley to Wall Street, challenging long-held assumptions ...