- Last year, platform gross sales unseated funds added to model portfolios as the most important criteria in measuring National Accounts performance. This year marks the return to the norm, with funds added to model portfolios topping the list.
- Recent statistics show that home office research teams continue to influence financial advisors’ investment decisions both directly and indirectly. According to FUSE’s Portfolio Construction: The Advisor View, 67% of advisor respondents noted that home office research provided some level of input for selecting investments for their clients.
- Advisors are utilizing model portfolios and wrap platforms to offer clients a more streamlined portfolio management process and a consolidated investment solution that allows for increased engagement. The role of National Accounts will be critical to an asset manager’s future success within the wealth channel.
