Financial advisors scaling business through model portfolios

By admin
In July 16, 2019

A recent study by Broadridge Financial Solutions indicated that that 85% of financial advisers currently use model portfolios and that over half of advised assets (54%) are in model portfolios. More advisers are using model portfolios to become more efficient as the advisory business becomes more complex. Advisors credit the following reasons for using investment models in their practice:

  • Business scalability
  • leveraging investment management experts
  • focusing efforts on client building and retention
  • better addressing client regulation

You can find the complete survey report here.