Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

In his latest Defaqto MPS Comparator article, Andy Parsons, head of investment & protection at Defaqto, looks at the best and worst performing growth model portfolios. He highlights the platform ...

Long-term economic growth is key to improving living standards, as well as achieving the World Bank twin goals of ending extreme poverty and boosting shared prosperity. The Long Term Growth Model ...

Economic growth is the foundation for social and economic development: it creates jobs, generates income opportunities, and helps reduce poverty. When it is inclusive and sustained, growth can also ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. As more financial activities take place without ever setting foot inside a branch, many ...

The company reported its second-quarter earnings results on July 30, 2025, where it recorded $50 billion in revenue for the quarter, signaling the strong reception for its products and services in the ...