How you approach portfolio construction can determine whether an investor will reach their financial goals. Asset managers need an iron-clad portfolio construction process that can weather ...
A Prudential survey of 198 financial advisors found that 80% use specialized portfolios for retirees, particularly those well-versed in retirement income planning. Around half of retiree clients ...
Key features of the enhanced portfolio construction experience include: A new white label capability for asset and wealth managers to offer Architect as an education product to their audiences.