Is cash king? Or should investors be focused on small caps, equity markets, or the S&P? Dana M. D'Auria, CFA, gets candid with Asset TV U.S., about the questions advisors may be facing and how the next-generation of model portfolios can help tailor a more robust, personalized experience.
Dana M. D'Auria, CFA, Co-Chief Investment Officer and Group President at Envestnet, Inc, discusses how are advisors shifting their investment approach in the current market environment 👉 https://lnkd.in/eAzFjkuJ Dana also discusses the benefits advisors on the Envestnet platform can experience as delivering customization remains crucial.
