Wealth Management INVEST: Trends in Advisor Portfolio Construction

from Wealth Management Invest · host Wealth Management Invest

David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset … Read More Read More

Episode metadata supplied by the publisher feed · Published Sep 30, 2024

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Wealth Management INVEST: Trends in Advisor Portfolio Construction

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