Timely insights you need about the year ahead
In this video you will learn about:
- Five things affecting the economy in 2024
- Wild cards that may impact the markets
- How to apply these insights with your clients
About Modelist
Modelist collaborates closely with financial advisors, providing access to a comprehensive library of evidence-based investing strategies. This partnership enables the creation of fully customized model portfolios tailored to the unique needs of their clients. Through the integration of customization and model portfolio efficiency, Modelist delivers a seamless and exceptional experience for both advisors and clients. Modelist's core focus on trust and transparency drives a superior solution that eliminates the fee layers, complexity, and ego often associated with other investment management solutions.