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 ...

A worker earning $80,000 full time who wants to drop to a 20-hour-a-week role paying roughly $40,000 faces one math problem: the portfolio must generate the missing $40,000 a year. Bridge income can ...

Source: Morningstar data, survey data, author's calculations. Data as of March 31, 2026. Morningstar did not conduct a survey in 2024. *Includes data from Russell Investments and Columbia Threadneedle ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

This Model Portfolio identifies 20 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real ...

Vanguard has launched Vanguard Custom Model Portfolios, a new offering that allows financial advisors to modify the asset manager's existing multi-asset and single-asset-class model portfolios to ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

LPL Research, an independent investment and market strategy team within broker/dealer LPL Financial, has launched 17 new model portfolios as part of what it is calling its Building Block Model ...

Vanguard is giving financial advisors the ability to customize its model portfolios, a move the company hopes will enable it to better tap advisors’ soaring demand for models they use to scale their ...

Replacing $40,000 in lost income requires between $400,000 (at a risky 10% yield) and $1.14 million (at a safer 3.5% yield) in dividend-generating assets. A 3.5% dividend-growth portfolio producing ...