A recent survey of financial advisors reveals a balanced approach to portfolio construction, with advisors increasingly combining active and passive strategies. While investment performance remains the top priority for clients, advisors also emphasize personalization and customization.

The report states:

• How advisors factor client risk tolerance and investment goals into the active versus passive debate
• Difference in use of managed account advisors between high net worth and less affluent clients
• Where advisers are cost conscious while maintaining performance
• Popularity of using models managed by third parties

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