How to Maximize Client Success
A recent survey of financial advisors suggests that the active versus passive debate is no longer a binary choice. Advisors are adapting their strategies to meet the diverse needs of their clients, leveraging both active and passive approaches to achieve optimal results. The report highlights: |
- How advisors factor client risk tolerance and investment goals in the active versus passive debate
- The difference in advisor usage of managed accounts between high-net-worth and less affluent clients
- Where advisors are mindful of costs while maintaining performance
- The popularity of using third-party managed models
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