A Balanced Approach: Active and Passive Investing to Meet Client Goals
| A recent survey of financial advisors suggests that the active versus passive debate is no longer a binary choice. Advisors are adapting their strategies to meet the diverse needs of their clients, leveraging both active and passive approaches to achieve optimal results. The report highlights: |
| How advisors factor client risk tolerance and investment goals in the active versus passive debate The difference in advisor usage of managed accounts between high-net-worth and less affluent clients Where advisors are mindful of costs while maintaining performance The popularity of using third-party managed models |
|
|
|
| | Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.
WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement | |
