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YCharts: Advisors less comfortable with model portfolios amid pandemic

from ThinkAdvisor

YCharts: Advisors less comfortable with model portfolios amid pandemic ThinkAdvisor The coronavirus pandemic has brought third-party portfolio management into sharp focus for financial advisors, according to research released recently by YCharts, an investment research, analytics and client communications platform. The study found that surveyed advisors’ comfort levels with using third-party model portfolios has been disrupted by the market volatility caused by the virus outbreak. READ MORE

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