Press Releases

Press Releases

——Press Releases——
May 28, 2019
Nearly Half of Advisors Relying on Home Office for Manager Selection

May 28, 2019, Needham, MA – Today, one-third of total assets are influenced by home office models, and advisors are showing no signs of moderating their reliance on both recommended lists and model allocations created by these research teams. As such, it is critical to understand how the role of the home office is evolving, in particular, with the manager selection process and how asset managers are responding. According to FUSE Research Network’s latest Advisor Trend Monitor Series Report – Portfolio Construction: The Advisor View, published in conjunction with WealthManagement.com, nearly half of the 600 surveyed advisors rely on their home office when selecting a manager.

For the complete press release, click here.

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