Clients view their advisor as the expert in the relationship, and they expect them to leverage technology, resources and third-party expertise to provide them with the best investment options. Our Head of Advisor Innovation, Brad Shepard, explains how bringing models into the conversation as a foundational resource could enhance advisor–client relationships.
Advisors planning to use model portfolios need to understand how and why they are built to be confident in discussing them with their end clients. Scott Welch explains why transparency is key in model portfolio adoption.
Many advisors that use model portfolios in their practice choose to use their own, which can lead to challenges. Our Head of Advisor Innovation, Brad Shepard, explains the main advantages that advisors experience when using third-party models with their clients.
Clients view their advisor as the expert in the relationship, and they expect them to leverage technology, resources and third-party expertise to provide them with the best investment options. Our Head of Advisor Innovation, Brad Shepard, explains how bringing models into the conversation as a foundational resource could enhance advisor–client relationships.
Despite the disruptions caused by the pandemic in the first half of the year, our outlook from an asset allocation perspective has not changed from what it was at the start of the year. We are still following the same four main themes, Scott Welch discusses.