Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details


Fidelity Joins Pursuit of Investors’ Money Through Model Portfolios

By Michael Thrasher

Model portfolios might be time-saving, inexpensive ways for advisors to gain access to institutional investment management, but Adam Grealish, a senior quantitative researcher at Betterment, said they need to be leery.

“The reason these fund companies are offering them is as a distribution channel,” Grealish said. “That’s certainly the motivation to basically give out this additional intellectual property.”

Read the Original Article

This article originally published July 12th, 2018 on


Search our site