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Model Portfolios Can Help Financial Advisors Enhance Their Businesses

Model Portfolios Can Help Financial Advisors Enhance Their Businesses April 14, 2021 Financial advisors seeking to enhance their business practices can consider outsourcing components of asset management through model portfolios. In the recent webcast, Decision Made: Why to Outsource Your Asset Management, Gracie Hynes, Vice President, Goldman Sachs Asset Management, argued that financial advisors can more efficiently manage their time and business practices through third party model portfolio strategies. Advisors are already spending nearly 1,000 hours per year on asset management activities while juggling many other roles and responsibilities. However, when investors were asked why they choose to work with an advisor, 3% indicated that investment performance was the main reason, which was much less important than factors like service, reputation, and relationships.

Decision Made: Why to Outsource Your Asset Management

Decision Made: Why to Outsource Your Asset Management April 12, 2021 Financial advisors can turn to ETF strategies in an effort to capture the high returns that are so coveted by their clients. Yet financial advisors in the 21st century must balance asset management with a wide range of other responsibilities. In the upcoming webcast, Decision Made: Why to Outsource Your Asset Management, Gracie Hynes, Vice President, Goldman Sachs Asset Management; Christopher Lvoff, Managing Director and Senior Portfolio Manager, Goldman Sachs Asset Management; and Michael Darling, Vice President and Sales Manager, Goldman Sachs Asset Management, will highlight the potential benefits of outsourcing components of asset management through model portfolios.

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