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.

Every country wants growth. At its core, growth reflects a country’s capacity to shape its own path, provide for its people, and remain relevant in a world where change is the only constant. Across ...

CEO Lee Rudow emphasized the company's continued strong performance for Q2 2026, highlighting "the consistent execution of our unique strategy, which includes the diversity of our product and service ...