It can be challenging for advisors to keep up with global markets and their client’s portfolios, especially during the recent periods of high volatility. Ryan Krystopowicz explains how model portfolio adoption can help advisors best serve their clients during this tough market environment.
More and more financial advisors and RIAs are adopting outsourced asset allocation model portfolios in their practices as they seek to deliver an institutional-quality investment solution in a cost- and operationally efficient manner. Scott Welch explains how our Modern Alpha® approach to model portfolio construction helps provide the outperformance potential of active investing with the benefits of passive.
The holidays are rolling in, and e-mail stockings are getting stuffed with year-end 2020 market predictions. Ryan Krystopowicz makes the case for how advisors can utilize the model portfolios published by asset managers and strategists as an additional source of 2020 asset allocation views.
Ryan Krystopowicz dives deep into ETF model portfolio investing and identifies due diligence best practices for advisors ready to start using model portfolios in their business.