Here Are Morningstar's Top-Rated Model Portfolios
By Bernice NapachMorningstar is expanding its ratings on model portfolios as they proliferate to meet growing demand from financial advisors.
March 09, 2021
Cetera Buys $490M BD, RIA in PhiladelphiaThe purchase of Magis Financial Partners was finalized March 1, Cetera says.
March 09, 2021
Creative Planning Offers Equity to EmployeesInitially, the firm is offering equity to about 10% of the firm's workforce.
March 09, 2021
Fidelity Expands SMA LineupManaged accounts are "where we think the growth will be," Fidelity's senior VP of Portfolio Solutions says.
March 09, 2021
Orion to Acquire Portfolio Stress-Testing PlatformThe platform, HiddenLevers, is a rival of the popular risk management platform Riskalyze.
March 05, 2021
How Can Advisors Empower Female Clients?Female advisors discussed how to help women overcome the wealth gap and the confidence gap.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
March 03, 2021
$1.2B RIA Leaves Merrill to Create New FirmThe principals of Blue Bell, Pennsylvania-based Amplius Wealth Advisors previously worked for a boutique wealth group within Merrill.