Dispelling common myths of model portfolios
Models represent a huge growth area for our industry as advisors are encouraged to transition to models in order to streamline their investment process, help free up time to spend with clients and grow their practices, and help provide solutions to regulatory issues such as RegBI. However, there are perceptions about model portfolios that have developed over recent years that have kept some advisors from seriously considering them for their clients. In this presentation we examine common myths of model portfolios and seek to overcome resistence, while weaving in the potential benefits for your clients and your practice.
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John Hancock Investment Management LLC and Manulife Investment Management (US) LLC are affiliated SEC registered investment advisers using the brand name John Hancock Investment Management.
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There is no guarantee that any investment strategy illustrated will be successful or achieve any particular level of results. This is for informational purposes only and is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise, regarding any security, mutual fund, ETF, sector, or index. Investors should consult with their financial professional before making any investment decisions.
John Hancock Investment Management and our affiliates do not offer tax advice. Investors should consult with their tax advisor regarding their specific situation. This portfolio is only available through investment professionals. Not all strategies may be available on all platforms, and fees and terms may vary.
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