Michael Winnick is Managing Director of U.S. Sales and Partnerships for PCS
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As part of a series of posts evaluating packaged product investment options, I’ve shared a framework advisors can use to identify a third party offering that fits with how each manages their book of business and drives successful client relationships. Having explored asset allocation and product implementation, one quintessential question remains: how do asset allocation
I wrote earlier about how packaged product programs enable advisors to focus their time on building client relationships. Indeed, the advent of multiple strategy packaged product programs can offer advisors with increased flexibility and institutional grade investment regimens for the management of their client accounts. Selecting the right asset allocation strategist is critical to an advisor’s
To meet advisor demand for choice and flexibility, advisory firms have been rapidly adding “packaged product programs” – programs that combine asset allocation strategies with investment products – to their fee-based platforms. These programs come in all shapes and sizes and include a wide range of product strategies and approaches. In a lot of ways
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