Print this page
Thursday, 01 September 2022 14:38

Knock knock….opportunity for financial advisors here

Written by
Rate this item
(0 votes)

How often does opportunity knock? Well, financial advisors could be hand wringing if they allow a chance to further buck up their business with model portfolio strategies and step up the client experience slip through their fingers, according to etftrends.com.

Shucking aside, simply put, a model’s a framework for a financial advisor, explained Brad Shepard, head of Advisor Innovation, WisdomTree Asset Management, said in a webcast, How to Build a Better Business with Model Portfolios. It enables the advisor to structure asset allocation and fund selection in their practice on behalf of a client, the continued.

 

Leveraging model portfolios to outsource the management of portfolios can help abet a greater degree of a client centric model and enhance the competitiveness of a business model, noted investmentnews.com.

According to Investment News, four examples of outsourcing options upon which advisors are implement that can rachet up firm operations and, possibly, culminate in ideal results:

1.Virtual administration services
2. HR assistance
3. An outsourced CFO
4.Portfolio management

 

We use cookies to improve our website. By continuing to use this website, you are giving consent to cookies being used. More details…