Practice Management

ETF Model Solutions’ Robert Riedl Named to Investopedia’s Top 100 Advisor’s list for 2019

Robert Riedl, CPA, CFP, AWMA, Chief Financial Officer of ETF Model Solutions, LLC and President/Director of Wealth Management for Endowment Wealth Management, Inc., has been named to the Investopedia Top 100 list of the most influential advisors for 2019. This is the 3rd year of the awards, which recognizes financial advisors who use their media platforms to promote and amplify financial education and improve the practice of financial planning...

Financial advisors scaling business through model portfolios

A recent study by Broadridge Financial Solutions indicated that that 85% of financial advisers currently use model portfolios and that over half of advised assets (54%) are in model portfolios. More advisers are using model portfolios to become more efficient as the advisory business becomes more complex. Advisors credit the following reasons for using investment models in their practice: Business scalability leveraging investment management experts focusing efforts on client...