Asset Manager Plans Align with Advisor Preferences

September 10, 2020, Needham, MA – Finding the right product mix that will interest financial advisors is both art and science. Model portfolios are one way for asset managers to offer additional avenues for advisors to engage with them. According to findings from FUSE Research Network’s recently published Product Management & Development 2020, close to 80% of asset managers plan to offer model portfolios with a mix of mutual funds and exchange-traded funds (ETFs). This aligns with the 77% of advisors who selected that mix, based on a separate survey done in partnership with

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