Model Portfolios
topic on 1 show · 1 statements across 1 episodes
1 statements about Model Portfolios, every show
Mogelof: Financial Advisors Shift to Models to Expand Client Services
“Financial advisors now have a much broader value proposition that they are holding out to their investors. Sure, they're building portfolios, but they're also providing financial advice and planning, tax perspectives, sometimes they're a financial concierge, s…”