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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 Rice , Ryan Nauman , Cerulli Associates , Meredith Lloyd Rice , Cogent Syndicated , Market 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 Division , Cogent Syndicated , Meredith Lloyd Rice , Xchange Traded Funds , Stock Market , Ctive Etf Channel , Active Investing , Advisor 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 Brandscape , Cogent Syndicated , Meredith 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 Rice , Discovery Data Financial Services Industry , Advisor Use , Model Portfolios , Cogent Syndicated , Meredith Lloyd Rice , Jordan Walker , Globe Newswire ,