At Your Discretion: The Increasing Adoption of Model Portfolios

Advisors are grappling with how they add value and whether they should continue managing client assets within their practices.

Boston, May 12, 2021 – Advisors today have access to an increasing number of investment solutions, including delegating client portfolio management to third-party asset managers and investment teams within broker-dealers. The challenge for the wealth management marketplace is in developing an investment process and model portfolios that meet or exceed advisor expectations and clients’ needs, and in convincing advisors to delegate or outsource part or all of their role in managing client assets.

This report addresses the development of chief investment officer teams and model portfolios, distribution and support services, drivers and challenges around advisor adoption, and the roadmap for model portfolios. It is based on Aite Group’s in-depth interviews with senior executives at wirehouses, regional and independent broker-dealers, and top asset management firms offering and planning to offer model portfolios.

This 32-page Impact Report contains 17 figures and one table. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Ameriprise, Bank of America Merrill Lynch, BlackRock, Broadridge Financial Solutions, Chase Investment Services, Edward Jones, Envestnet, LPL Financial, Morgan Stanley, Natixis Investment Managers, Nuveen, Oppenheimer & Co., Orion/Brinker Capital, Pimco Investment Management, Raymond James, RBC Wealth Management, SEI, Stifel Nicolaus, UBS, and Wells Fargo.

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