Models vs Bespoke Portfolios - Connecting the Dollars by ...

What this episode covers

Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios. They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that financial advisors and brokers use; and Whether or not models are something we can rely on based on their past performance. www.connectingthedollars.com

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Frequently Asked Questions

How long is this episode of Connecting the Dollars by Propel Financial Advisors?

This episode is 20 minutes long.

When was this Connecting the Dollars by Propel Financial Advisors episode published?

This episode was published on February 29, 2024.

What is this episode about?

Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios. They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that...

Can I download this Connecting the Dollars by Propel Financial Advisors episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.