Model Portfolios: A Powerful Tool for Advisors

24/07/2020 35 min Temporada 1 Episodio 2

Listen "Model Portfolios: A Powerful Tool for Advisors"

Episode Synopsis

In this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for advisors to save time, why Wilshire was excited to partner with us on our Logicly Model Marketplace, and what the future looks like for the model portfolio marketplace.