Think you can’t give advisors the portfolio discretion they want while maintaining compliance oversight? Think again. Advisor discretion doesn’t have to be a zero-sum game.
Read the latest research paper from MyVest and F2 Strategy on the evolving state of Discretionary Portfolio Management (DPM) programs. In this paper you’ll learn:
- What’s driving the growth in DPM?
- How are firms and advisors managing the tension between control and customization?
- What technology is needed to run DPM successfully?
- What are some next steps wealth management executives can take?