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Schwab IMPACT 2026: AI, Active ETFs and Alternatives Are Reshaping Model Portfolios

Dela

Karl Desmond of Invesco discusses how custom model portfolios are giving financial advisors more personalization while saving time and improving efficiency. He explains the growing role of alternatives and active ETFs, how AI is improving the advisor experience, and why Invesco currently favors stocks over bonds while emphasizing higher-quality holdings and broader diversification.


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