Model Portfolios for Advisors

  Model Portfolios for Advisors — Why Now? Rapid change continues to upend the financial services industry. After a decade of low-cost index funds, intense competition among fund managers continues unabated, exerting downward pressure on fees.Robo-advisors have now been added to the combination , giving investors a plethora of negligible-fee investment choices. the advent of recent commission-free trading has ineradicably altered the investment management business.In the new competitive, cutthroat environment, investors became more demanding: they require — indeed expect — low fees, enhanced servicing, and a menu of investment options from which to decide on.    Additionally, some advisors have the burden of persuading shell-shocked, post-pandemic investors back to the market.How can financial advisors survive and thrive during this untoward, low-fee environment? Model Portfolios: A Swiss Army Knife for Advisors Today, an Increasing number of advisors are discov...