Models or Managed Portfolios: Which is Best for Your Client and Practice?

This guide will be of value to any financial adviser considering their client investment proposition. Whilst client outcomes and value are paramount considerations, we also cover the key decisions in terms of impact on the adviser practice. We look at this in terms of the day to day implications as well as the impact on practice value

In this report, you will learn:
  • The relative merits of model and managed portfolios for both client and adviser
  • The importance of assessing internal resources as a key part of any outsourcing decision
  • How to give proper consideration to the process of transitioning from one investment proposition to another