According to the Advisor Use of Model Portfolios and SMAs® report from award-winning analytics and advisory firm Escalent, 42% of advisors using model portfolios increased their usage over the past two years, up significantly from 29% in 2023.
According to the Advisor Use of Model Portfolios and SMAs® report from award-winning analytics and advisory firm Escalent, 42% of advisors using model portfolios increased their usage over the past two years, up significantly from 29% in 2023.