Advisor Discretion Doesn’t Have To Be A Zero-Sum Game
F2 Strategy and MyVest partnered to research the evolving state of Discretionary Portfolio Management (DPM) programs.
In this research report we delve into the trends and perspectives currently driving the market, specifically:
- 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?