The Changing Advisory Landscape: Effective Use of ETF Model Portfolios

The financial advisory landscape is constantly evolving—from the days of stocking picking to the use of mutual funds to fee for advice businesses.

ETF.com
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Reviewed by: etf.com Staff
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Edited by: etf.com Staff

The financial advisory landscape is constantly evolving—from the days of stocking picking to the use of mutual funds to fee for advice businesses. There is another sea change underway, as advisors' businesses segment into two distinct models: advisor as to the portfolio manager and advisor as to the asset gather. Both have been successful and both have faced significant headwinds. How should advisors be thinking about their practices, and what is the right model for you and your clients?

Listen as ETF.com and the iShares' iConnect team discuss the difference between the two approaches and the steps each advisor took to build a successful practice. This 60-minute webinar explored how they determine which model was right for them and their clients, and how they plan to continue to grow their practices. Additional topics include:

  • The pros and cons of each practice
  • The benefits of each style of asset management
  • How to avoid the common pitfalls many advisors make when transitioning clients

 

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