How Should Advisors Evaluate Model Portfolios?
About the Episode
As advisors have expanded their suite of financial planning services and sought new ways to add value to their client relationships, they have also committed to solutions to streamline their investment management. One of those solutions is a model portfolio, which consist of allocations to a group of mutual funds that meet the goals and risk tolerances of their clients.
About the Guest
Matt Goulet, senior vice president of model portfolios at Fidelity Institutional Asset Management
For more information visit: go.fidelity.com/models