Beneath Calm Waters: The Challenges of Model Portfolio Management

The use of Model Portfolios by Wealth Managers and RIAs continues to grow strongly due to flexibility and cost efficiency. This success has not come without a cost. The increased customization and range of model portfolios firms offer has made it very difficult to scale efficiently. This article outlines the impacts of model proliferation, case studies and best practice suggestions for how technology can scale model portfolio processes efficiently for the benefit of both the advisor and the client.

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