Displaying items by tag: clients
Where Advisors Thrive with Models
Model portfolios have been a hot topic with advisors and asset managers over the last couple years. Models tend to have nice benefits for both advisors and fund providers as they save advisors time gather up assets for managers. To back this up a new survey by Escalent shows that models are growing in popularity. Models are growing in number and in assets but they are primarily expanding among a small group of advisor power users. 4 out of 5 advisors say they don’t plan to expand their model use in the near term. The power users on the other hand say they love models because they free up their time to grow their client base and spend time on other planning.
FINSUM: Models are a major opportunity for advisors since they can outsource a very time consuming task—portfolio construction—thus freeing time and capacity to take on more clients.
Four Books That Will Make You a Better Advisor
Looking for insights to improve your practice? Learn about useful tools and perspectives ... See More
Five "Active Ingredients" for Building Trust with Clients
The "trust equation" can help you build confidence from your clients and stand out from the crowd ... [Read More]
Five "Active Ingredients" for Building Trust with Clients
The "trust equation" can help you build confidence from your clients and stand out from the crowd. See More
Advisors Must Adapt to the Changing Needs of Wealthy Clients
Wealth and investment management are ever-changing, but a new generation of clientele is shifting that landscape even more quickly…see the full story on our partner Magnifi’s site