The model portfolio market is growing at 18% per year, with 50% of advisors planning on increasing their third-party and home office model portfolio use, according to research from FUSE Research, while 74% of advisors are at least somewhat interested in using single-manager models. FUSE’s research also found that differentiation is crucial for models purveyors, including through exclusive partnerships with other managers.
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Article published on June 28, 2022