Press Releases

Press Releases

——Press Releases——
October 24, 2019
Third-Party Model Portfolio Use Proliferates among Advisors

October 24, 2019, Needham, MA – The shift to fee‐based compensation, growth of advisory platforms and the need for advisors to provide more comprehensive financial planning have fueled the growth of assets in third‐party models. According to FUSE Research Network’s latest Advisor Trend Monitor Series Report – Model Portfolios: The Advisor View, published in conjunction with WealthManagement.com, advisors expect to allocate nearly one-third of their assets to third-party model portfolios developed by asset managers in the next two years. This heightened interest in and increasing adoption of models by advisors have asset managers rushing to manufacture and/or participate in this emerging trend as models offer a new avenue by which to distribute their investment strategies.

For the complete press release, click here.

Latest Tweets