How do advisors and fiduciaries evaluate new offerings? What questions should you ask when evaluating your model portfolios, and how do you determine what will ultimately be a value-add? Two seasoned financial advisors join us for this installment of our series, Peer to Peer: Conversations with Advisors, for Advisors.
58 minutes, 16 seconds

FOR FINANCIAL PROFESSIONAL USE ONLY/NOT FOR DISTRIBUTION TO THE PUBLIC