Press Releases

Press Releases

——Press Releases——
January 18, 2022
How Can Asset Managers Effectively Provide Model Guidance to Advisors?

January 18, 2022, Needham, MA – Financial advisors have been embracing the use of model portfolios, making it paramount for asset managers to understand how they can best work with advisors on model guidance. Based on a recent FUSE Research Network survey of financial advisors, done in partnership with WealthManagement.com, one-third of advisors want the ability to adjust the underlying investment options on models available on their platform, which is the preferred method for Wirehouse advisors.

For the full press release, click here.

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