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Why Financial Advisors Favor SMAs Over Model Portfolios

The adaption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.

Lloyd riceRyan naumanCerulli associatesMeredith lloyd riceCogent syndicatedMarket strategist ryan

Survey: Active ETFs Eating Into Mutual Funds

According to a recent survey of advisors from Escalent, active ETFs are picking up additional interest, seemingly at mutual funds' expense.

Cogent syndicated divisionCogent syndicatedMeredith lloyd riceXchange traded fundsStock marketCtive etf channelActive investingAdvisor survey

ETFs are gaining popularity among fee-conscious advisors

Report from Escalent reveals more than 9 in 10 advisors sell both ETFs and mutual funds.

Escalent advisor brandscapeCogent syndicatedMeredith lloyd rice

New Cogent Syndicated Report: Third-Party Model Portfolio Use is on the Rise, but Barriers Remain for Widespread Adoption

Press release content from Globe Newswire. The AP news staff was not involved in its creation.

Lloyd riceDiscovery data financial services industryAdvisor useModel portfoliosCogent syndicatedMeredith lloyd riceJordan walkerGlobe newswire

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