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M*: The Smart Way To Use Model Portfolios

Ted

Ted

March 2019 in The Bullpen

FYI: Advisors tend to resist whenever they hear a recommendation for standardization. Yet, standardizing some aspects of their practices can improve their client experience. One such area is the use of model portfolios.
Regards,
Ted
https://www.morningstar.com/articles/917435/sheryl-rowlings-practice-wise-the-smart-way-to-use.html

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