Our Head of Advisor Innovation, Brad Shepard, reveals the results of our 6000+ investor interviews — from their glowing view of model portfolios to our extensive new Model Adoption Center (MAC).
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.
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