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Escalent

Displaying 2 results

Topic
  • News
  • February 6, 2024

New study shows advisors choosing SMAs over model portfolios

Fewer financial advisors expect to increase allocations to model investment portfolios over the next year, opting for SMAs instead.

Topic
  • News
  • August 1, 2022

Pessimism permeating ranks of plan sponsors, says retirement study

Nearly 4 in 10 plan sponsors expect conditions in domestic markets to worsen, up from 20% in 2021.