Model Portfolios for Clients: Finding the Right Fit
March 27, 2023 at 15:55 PM EDT
Model portfolios can be powerful tools — leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how should advisors break into the world of model portfolios for clients — and which clients might be most open to working with an advisor to use [...] The post Model Portfolios for Clients: Finding the Right Fit appeared first on ETF Trends .
