More than half of Australian financial advisers use managed portfolios. From a practice management perspective, managed portfolios deliver significant efficiencies. But what does this really mean for the profession, and how do everyday Australians benefit?
To unearth the answer to this question we at ifa teamed up with industry leader HUB24 and derived this thorough white paper, which presents a compelling case for managed portfolios playing an integral role in the accessibility and affordability of financial advice.
In this eBook we will cover:
- Enabling widespread adoption
- Making advice accessible
- Gaining efficiencies and time
- Enhancing your client value propositions
- Reimagining your skill set
- Meeting demand and transitioning clients
