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Model Portfolios Are Mainstream. Now Advisors Want Personalization.
Ryan Krystopowicz, CFA

Model Portfolios Are Mainstream. Now Advisors Want Personalization.

Model portfolios have become core infrastructure for advisors, but 42% still cite a lack of customization as a barrier to broader adoption. Ryan Krystopowicz explains why the next phase of model adoption is about combining scale with personalization, tax awareness and differentiated client value.

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