Practice Management
Investment Oversight Partners
How advisers benefit from asset management assistance
Reported by Lee Barney
To access this premium content, please sign up for a free account!
You Might Also Like:
Nearly Half of Advisers Show Increased Interest in Model Portfolios
Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the...
With 3(38) Fiduciaries, Litigation Risk Decreases, But Still Remains
Hiring 3(38) investment managers can reduce employers’ exposure to claims tied to investment performance, but they still need to be...
Vestmark, Fidelity Offer Open-Architecture Portfolio Platform
The model portfolios can include semi-liquid interval funds, SMAs, ETFs and mutual funds.