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Choosing the Right Model Portfolio Provider For Your Business
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"Choosing the Right Model Portfolio Provider For Your Business"

Not all model providers are created equal, so ensure you make the right choice for you and your clients.

If you use asset allocation model portfolios, you’re not alone. The use of model portfolios continues to grow exponentially because they can help take the hard work out of investing. Models often free up more time for advisors to spend with clients on holistic wealth and financial planning. However, you need to weigh the options carefully before choosing a model provider

Download this checklist now to help you with your due diligence and ask the right questions to ensure the model you use fits your needs. This includes four key factors, such as:

  • Does the model provider have the right asset allocation expertise?
  • Does diversification extend beyond asset classes and include multiple styles and managers?
  • What does ongoing support for the model look like?
  • How are the fees structured?

While models can make things easier, it’s crucial you pick the right one so your business flourishes while clients stay happy. Discover how to ensure you do just that!


John Hancock Investment Management Distributors LLC | Member FINRA, SIPC | 200 Berkeley Street | Boston, MA 02116 | 800-225-5291 |

Past performance is not a guarantee of future results.

MF1867107, 11/21

Offered Free by: John Hancock Investment Management
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