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Financial Planning: What’s in store for model portfolios?

Financial Planning: What’s in store for model portfolios?

By Whitfield Athey October 9, 2019 – The concept of asset allocation models isn’t new by any means, but how asset managers deliver this to clients has never carried as much importance as it does today. Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management. There are two key components asset managers must get right.

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