What's the difference between a platform that simply lets you evaluate and buy model portfolios and a full-fledged asset management system? Adhesion has put together an informative video that explains it all.
Nowhere in the restaurant would you find a sign asking for recommendations or be handed a business card stating “the biggest compliment you can give me is a referral to your friends.”
These so-called indexers want to have the benefits of active management while calling themselves indexers. It’s a “chicken-and-egg” kind of argument. Except, in this case, those of us who have been in the industry long enough recognize the repackaging of the original active management methodologies that came first.
Research says nine out of 10 financial advisors believe AI can help grow their book of business. Additionally, 83% believe AI will have a direct, measurable, and consistent impact on the client-advisor relationship in the next 18 months.
Nearly 70% of assets are managed under the Rep as Portfolio Manager structure, where advisors actively construct and make allocation decisions for client portfolios. If that's you, you owe it to yourself to make the process as efficient as possible.
