More Advisors Want Customized Model Portfolios

Cerulli Report

Date:

Author: Funds Society, Miami

Cerulli estimates the model target segment represents 26% of industry advisor assets, 46% of advisors, and 61% of advisory practices

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