Model Portfolios: Setting the Record Straight
Financial advisors are missing out on opportunities to incorporate model portfolio strategies into their practices. “Your clients are looking to you more today than ever before. You need to be there financial MD. There is one thing that we identified that can drive significant changes for you – improve client retention, attract clients, drive improved client perceptions and even better position you for compliance with Regulation Best Interest – It starts with leveraging expertise,” Ryan Krystopowicz, Associate Director, Product Solutions Specialist, WisdomTree Asset Management, said i...
Source: etftrends.com