Press Releases

Press Releases

——Press Releases——
April 22, 2020
Targeting Advisors for Portfolio Construction Services

April 22, 2020, Needham, MA – Asset managers continue to invest in portfolio specialist teams as a means of a differentiated service in portfolio construction. However, there are challenges associated with scaling the advice. If asset managers do not segment prospects efficiently, the return on investment for the service will be challenged.

For the complete press release, click here.

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