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Model Portfolios Free Advisors to Cultivate HNW Clients: Cerulli
News December 03, 2025 at 03:43 PM
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What You Need To Know
- Outsourcing investment management, research finds, leaves more time to spend on client-facing activities, mainly meetings.
- Model users tend to be younger than 49 and have an average of 18.2 years of experience.
- Advanced planning techniques have become increasingly important as advisors seek to move up the wealth spectrum.
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