89% of Advisors See a Gap Between Planning and Portfolios

“89% of advisors see a gap between the financial plans they create and the portfolios that are designed to fulfill them.” Matthew Kadnar, CFA

Model portfolios scale well, but they often operate independently of client needs. That leaves advisors navigating a familiar tension: personalization that does not scale, or scale that is not personal.

It helps explain why this gap persists. Planning is inherently personal, and portfolios should reflect that same reality.

#goalsbasedinvesting #wealthoptimization #advisorcommunity