model portfolios
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 19, 2025 by Eric Mogelof · across every show →
Everything said about model portfolios, oldest first
May 19, 2025
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…”