How Can Asset Managers Effectively Provide Model Guidance to Advisors?

January 18, 2022, Needham, MA – Financial advisors have been embracing the use of model portfolios, making it paramount for asset managers to understand how they can best work with advisors on model guidance. Based on a recent FUSE Research Network survey of financial advisors, done in partnership with, one-third of advisors want the ability to adjust the underlying investment options on models available on their platform, which is the preferred method for Wirehouse advisors.

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