Model Portfolios: A Powerful Tool for Advisors

Model Portfolios: A Powerful Tool for Advisors

Speaking Logicly

24/07/2020 4:48PM

Episode Synopsis "Model Portfolios: A Powerful Tool for Advisors"

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. 

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