{"id":2269,"date":"2022-10-17T08:11:41","date_gmt":"2022-10-17T15:11:41","guid":{"rendered":"https:\/\/yourdedicatedfiduciary.com\/?p=2269"},"modified":"2023-05-19T11:05:17","modified_gmt":"2023-05-19T18:05:17","slug":"vance-in-investment-news-advice-industry-tilts-toward-model-portfolios-as-surest-path-to-building-scale","status":"publish","type":"post","link":"https:\/\/yourdedicatedfiduciary.com\/?p=2269","title":{"rendered":"Vance in Investment News: Advice Industry Tilts Toward Model Portfolios as Surest Path to Building Scale"},"content":{"rendered":"<h3 class=\"bon-f-light\">Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized.<\/h3>\n<p>That\u2019s the subheading of the InvestmentNews article. An excerpt:<\/p>\n<blockquote><p>\u201cFrom a business management perspective it makes sense to scale the asset management, but when it comes to servicing clients my view is models aren\u2019t necessarily in the client\u2019s best interest when it comes to taxable accounts because that portfolio should be managed unique to each client\u2019s tax profile,\u201d he said. \u201cI don\u2019t know how advisers can scale without model portfolios, but when you consider the extra time and efficiency standpoint, it makes more sense to outsource, and that\u2019s what a lot of advisers do because they\u2019re in the business of gathering assets. Bottom line, financial advisers should be managing taxable accounts.\u201d<\/p><\/blockquote>\n<p>See\u00a0<a href=\"https:\/\/www.investmentnews.com\/advice-industry-tilts-toward-model-portfolios-to-build-scale-227751\" target=\"_blank\" rel=\"noopener\">Advice industry tilts toward model portfolios as surest path to building scale<\/a>\u00a0in InvestmentNews.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized. That\u2019s the subheading of the InvestmentNews article. An excerpt: \u201cFrom a business management perspective it makes sense to scale the asset management, but when it comes to servicing clients my view is models aren\u2019t necessarily in the [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":1021,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","cybocfi_hide_featured_image":"yes","footnotes":""},"categories":[176],"tags":[],"class_list":["post-2269","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advice Industry Toward Model Portfolios as Path to Building Scale<\/title>\n<meta name=\"description\" content=\"Client-level investment management is gradually 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