Cls's The Weighing Machine

Episode 73: Understanding The Model Marketplace丨Guest: Fidelity Investments’ Matthew Goulet

Informações:

Sinopsis

In today’s episode, we give an in-depth look at the model marketplace, why more advisors are using model portfolios today and how these investment products can help advisors scale their business and enhance client relationships. Guest: Fidelity Investments’ Matthew Goulet. 3037-OAS-11/12/2020