This content is from:APP亚博娱乐
FundNetwork Unveils Model Portfolio Center
Fidelity FundsNetwork, part of U.K.’s Fidelity Worldwide Investment, has rolled out a model portfolio center for financial advisers that includes an automatic rebalancing service.
Fidelity FundsNetwork, part of U.K.’sFidelity Worldwide Investment, has rolled out a model portfolio center for financial advisers that includes an automatic rebalancing service,金融时报》reports. Advisers can share model portfolios or create unique portfolios for individual clients using the new service, addsFundWeb.
Advisers will be able to create bespoke portfolios of up to 30 funds through the model portfolio capability. These model portfolios will be stored to allow advisers revisit earlier versions.
Click here for the story from金融时报》.
Click here for additional coverage fromFundWeb.