NewsFinancial Planning: What’s in store for model portfolios?

October 9, 20190

By Whitfield Athey October 9, 2019 – The concept of asset allocation models isn’t new by any means, but how asset managers deliver this to clients has never carried as much importance as it does today. Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

Delta Data Staff

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