In the News

An Evolving Model for Advisor-Directed Portfolio Management – Growth of conventional “advisor-managed” portfolios has begun to slow as a new generation of advisors is changing the traditional model. Advisors see the signs of industry disruption on the horizon, and want to ensure their stake in the future. Some rightly question whether the best practices that worked in the past can support an aggressive growth posture going forward. Others wonder whether “business as usual” is even sustainable in a world becoming dominated by agile and automated competitors.

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Erik Preus, CFA
Head of Investment Solutions, Envestnet | PMC