How Should Advisors Evaluate Model Portfolios?

Gaining Perspective
16/05/2019 14 min Temporada 1 Episodio 23
How Should Advisors Evaluate Model Portfolios?

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Episode Synopsis


As advisors have expanded their suite of financial planning services and sought new ways to add value to their client relationships, they have also committed to solutions to streamline their investment management. One of those solutions is a model portfolio, which consist of allocations to a group of mutual funds that meet the goals and risk tolerances of their clients.
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