Next-Gen Advisors Embrace Models
- 10 hours ago
- 1 min read
Fuse Research Network (2026, August 25). Next-gen advisors embrace models. Fuse Research Network. https://fuse-research.com/next-gen-advisors-embrace-models/
Fuse Research Network reported that 47% of surveyed advisor accounts are now managed through model portfolios, based on its "Portfolio Construction: The Advisor View" study.
Model portfolios are increasingly central to advisor portfolio construction, and younger advisors are significantly more likely to use them.
Advisors under 45 manage 56% of accounts through models.
Advisors aged 45 to 60 manage 47% of accounts through models.
Advisors age 60 and older manage just 40% of accounts using models.
Fuse said that as younger advisors gain a larger share of industry assets, model portfolios are likely to become an increasingly important route to market.
Fuse said asset managers should prioritize model solutions and placement to build relevance with the next generation of advisors and position for future asset growth.
Knote: The UK is behind the US in this, but heading in the same direction.