More advisors are migrating away from the 'day-to-day grind of investment management,' says Jon Kilfoyle, president of Independent Advisor Solutions.As firms compete for advisors, investment solutions are among the time-saving lures they’re dangling. Wellington-Altus Financial Inc. added fresh bait this month with the official launch of subsidiary Independent Advisor Solutions.
The model portfolios build on a platform Wellington-Altus has had since 2017 aimed at advisors who prefer to focus on planning and relationship-building, Mr. Kilfoyle says. He points to the success of model portfolios south of the border and expects more advisors in Canada to shift their focus in a similar way.
The third plank, the custom funds, is aimed at portfolio managers who want to make their approach available to a broader range of clients and prospects – using their personal brand. Independent Advisor Solutions will manufacture the funds and the firm’s co-chief investment officers will work with advisors to create an investment policy statement and develop the vehicles.
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Money Matters with Baun and Pate Investment Group at Wellington-Altus Private WealthThe Baun and Pate Investment Group at Wellington-Altus Private Wealth joins Global News Morning Calgary to offer insight into the day’s biggest market stories.
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