Data Points: What Advisors Think About Investment Management

Many advisors still see portfolio construction and asset allocation as a value proposition.

It’s getting harder for an advisor to add value when it comes to investment management, yet many still see portfolio construction and asset allocation for clients as a value proposition. Here, we asked advisors what they consider when putting together portfolios for clients, how strictly they use third-party or home office models, and the factors they consider when choosing investment strategies and vehicles. 

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