Model Portfolios in 2026: What Actually Works at Scale

In this conversation, we explored how model portfolios are really being designed, managed, and explained today, and what it takes to make them work consistently at scale. Featuring Christina Viglietta, VP Americas, MDOTM, Matt Harris, Senior Partner, Head of Wealth Management Consulting, Alpha FMC, and Kerri Heidemann, Director, Asset & Wealth Management Consulting, Alpha FMC, we discussed portfolio complexity, governance, operating models, and the practical role of AI in scaling personalization with control and clarity.

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