Collaboration — the New Model for High-Net-Worth Investors?
May 05, 2016 at 07:30 AM EDT
Note: This article appears on the ETFtrends.com Strategist Channel By Patty Quinn McAuley If you’re seeking to grow your high-net-worth client base, I’d like to propose a new framework for the portfolio construction process: co-creation or collaborative portfolio construction. As we embark on a...