A recent survey of financial advisors reveals a balanced approach to portfolio construction, with advisors increasingly combining active and passive strategies. While investment performance remains the top priority for clients, advisors also emphasize personalization and customization.
The report highlights:
- How advisors factor client risk tolerance and investment goals in the active versus passive debate
- The difference in advisor usage of managed accounts between high-net-worth and less affluent clients
- Where advisors are mindful of costs while maintaining performance
- The popularity of using third-party managed models
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