MASTERCLASS: Model Portfolios - August 2021
1 month ago
Financial advisors are feeling the time crunch as they balance the many needs of their clients. Two experts discuss ways that model portfolios can offer them more efficiency and resources. They share some of the areas where they are seeing the most accelerated growth, some of the features that are resonating the most, and other industry trends on the horizon.
- Seth Buks, CIMA® - Client Portfolio Manager, Columbia Threadneedle Investments
- Suzanne Daly- Vice President, Model Portfolio Business Development, Fidelity Investments