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Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.
Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.
Model Portfolios for Short- and Intermediate-Term Goals Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.
Use the strategic asset allocations of top model portfolio managers to give your portfolio a temperature check.
Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios ...