Advisor Use of Model Portfolios and SMAs
Examining the competitive landscape for third-party model providers and asset managers
Advisor Use of Model Portfolios and SMAs
Examining the competitive landscape for third-party model providers and asset managers
While managed account assets are growing year-over-year, advisors’ reliance on model portfolios is increasing more slowly than anticipated. To overcome limitations to use and expand distribution for their model portfolios, model portfolio providers must convince advisors of the benefits of partnering with external providers.
In this report, we’ll dive deeper into ways to better support the use of model portfolios for affluent clients and reveal which providers are succeeding in meeting the needs of advisors.
Advisor assessment of the benefits of using model portfolios from external providers; advisor use of managed account programs
Model Portfolios
Separately Managed Accounts
Publication Date: December 2024
Data Cuts Available: