The Portfolio

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"Home-office teams are more quantitative in their approach," the report said.
"Home-office teams are more quantitative in their approach," the report said.
In Managed Accounts, Packaged Portfolios Beat Advisor-Driven Ones: Cerulli

Packaged portfolios put together by broker-dealer home offices have beaten advisor-driven or open portfolios over the past five years, according to new Cerulli research.