Jacqueline Fernley

As investors seek greater portfolio exposure and diversification at lower cost, two increasingly popular options – thematic ETFs and managed-account solutions – show how wealth management practices are adapting to clients’ evolving needs.

The current economic cycle is too changeable to set any portfolio to autopilot, according to Mason Stevens’ Jacqueline Fernley. Counterpoints to conviction are needed, and the devil’s advocate should be your friend.