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Cerulli: Financial Advisors Plan to Prioritize Use of Model Portfolios Over Funds of Funds
Published on November 4, 2024
Greater customization and fewer fees are behind the preference.
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Other news
New RIA Acquirer Comes to Market With First Deal
November 4, 2024
Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.
American College Opens Enrollment for New Tax Certification
November 4, 2024
Thousands of advisors on the waiting list are able to sign up for the three-course program.