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Eyeing Growth, Asset Managers Look to Become Preferred Providers of Model Portfolios
Distribution driven by technology is the key to being top of mind among advisors
Advisory firms seeking to grow their business view asset allocation models as fuel for expansion, presenting a significant opportunity for asset managers that provide third-party models – if they can solve for distribution. Leveraging technology that stands out from the crowd can differentiate an advisor’s value proposition and provide scale
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