“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital.
Bank of America adds 40 model portfolios to Merrill Lynch Investment advisory program
November 16, 2019 by
New investment-manager model portfolios offer clients more choice and flexibility, with guidance from the company’s chief investment office.
