A latest survey of economic advisors reveals a balanced method to portfolio development, with advisors more and more combining lively and passive methods. Whereas funding efficiency stays the highest precedence for shoppers, advisors additionally emphasize personalization and customization.
The report highlights:
- How advisors issue shopper threat tolerance and funding targets within the lively versus passive debate
- The distinction in advisor utilization of managed accounts between high-net-worth and fewer prosperous shoppers
- The place advisors are aware of prices whereas sustaining efficiency
- The recognition of utilizing third-party managed fashions
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