Cerulli Report

More Advisors Want Customized Model Portfolios

Date:

Autor: Funds Society, Miami

  1. Cerulli estimates the model target segment represents 26% of industry advisor assets, 46% of advisors, and 61% of advisory practices
  2. For financial advisors evaluating the benefits of model portfolios, tax efficiency is among the top requests—60% of model providers report receiving at least some requests from advisors surrounding this objective