What Financial Advisors Expect from Model Portfolio Providers

Asset managers need to recognize that getting advisors to use their models and keeping them in the models requires an understanding of and attention to the factors advisors use to select one model or model provider over another and the service and support expected from the asset manager once the model has been selected. With eight-in-10 advisors using models in some fashion in their practices today and the growth of model use expected in the years to come, this market cannot be ignored.

This report leverages recent surveys of advisors to provide an assessment of the tipping points and servicing expectations financial advisors have of model providers.