MSWM Teams with Parametric to Launch Model Portfolio Suite

The launch is part of an effort by wirehouses and other broker-dealers to ramp up their model portfolio and separately managed account offerings on unified managed account platforms to get advisors to use home office guidance, said Jeff Strange, a relationship manager at FUSE Research. Home offices are also trying to exert more control over third-party model providers, he added.

For the complete article, click here (subscription required).

Article published on March 10, 2022