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Listen "Why advisors use asset allocation models"
Episode Synopsis
U.S. Co-Head of Retail Product Steve Deroian shares his insight on the rise of asset allocation model portfolios and how new technology is changing how financial professionals work with clients. Deroian details how third-party model portfolios can help professionals focus more on the relationship building that’s important to clients. Finally, he explains how model portfolios may make sense for specialized approaches such as income generation, lower volatility, and tax-aware investing.
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