Jon Robinson, Tommy Mayes, and Howard Huang

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Are Only 7% of Advisors Equipped for Portfolio Management?

Posted by Jon Robinson, Tommy Mayes, and Howard Huang on 12/5/19 11:54 AM

A study published in October by Cerulli Associates, a Boston-based research and consulting firm, found that only 7% of financial advisory practices were suited to do their own research and portfolio construction/management. Yet, according to the same study, 62% of advisors are in fact performing these functions on behalf of their clients. We do not necessarily agree with the assertion and prefer to frame this conversation in the context of fiduciary responsibility and best practice.

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Topics: Advisor Practice Management, Transparency

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