Model portfolios are experiencing tremendous growth and a recent study shows that they are projected to reach $10 trillion in 2025. More and more advisors are discovering that an optimal solution for responding to the shifting paradigms upending the financial services industry and increased client demands is the utilization of model portfolios as an integral part of their practices. This panel will explore current trends on why advisors are choosing to Buy vs. Build.
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This session is currently available for 1.0 CFP® credit.
This session is currently available for 1.0 CIMA® credit.
President/CEO & Chief Investment Strategist @ Members Trust Company
Robert E. Miller
Chief Executive Officer @ Frontier Asset Management
Managing Director and Portfolio Manager @ Principal Global Investors