Discretionary Portfolio Management
(Rep-as-PM) Research Paper

MyVest and F2 Strategy Discretionary Portfolio Management research paper

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?

Download the research paper

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