Vestmark Advisory Solutions
Joseph A. Miskel, MBA
Senior Wealth Planning Editor
The use of models to distribute investment strategies is on the rise. In fact, a recent report by Cerulli Associates estimates that 74% of advisors use investment models and the MMI reports that there are about $230bn in assets following models as-of Q3 ‘17.
There is little doubt the use of investment models will only continue to proliferate due to the benefits of scale and efficiency they provide. In today’s competitive environment, what firm has time to build custom portfolios with personalized allocations, pick stocks, monitor and rebalance accounts for each individual client? Industry participants, including: managers, sponsors, and technology providers need to align to improve model transmission.
Join representatives from Vestmark to learn how to simplify model distribution and access. During this one hour webinar we will discuss:
• Strategies to shorten and streamline the onerous due diligence process
• How to embed greater transparency into strategy/model reporting for managers
• New methods to better track the model
• How to efficiently manage a large network of contracts and manager relationships
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch ON DEMAND shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.