Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

Christine Benz: 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 ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

As portfolio management becomes increasingly commoditized, the use of model portfolios is seen as the surest way to gain scale at the firm level. A new report from Cerulli Associates cites the trend ...