Read more: Enabling accessible advice with managed portfolios
Free eBook: The adviser’s guide to high-net-worth clients
Read more: The adviser’s guide to high-net-worth clients
Read more: ENGAGE WITH PIMCO: CONTENT TO KEEP CLIENTS INFORMED
Read more: Terms and Conditions
It’s no secret that the financial advice industry has been put to the test over the past decade. It has grappled with a raft of changes to legislative and regulatory frameworks, and has in turn become increasingly complex with compliance obligations making it harder for individual advisers to meet client demands.
Read more: The ifa Power of Tech Guide 2023: Exploring cutting-edge technological innovations in the...
The client engagement and business efficiency benefits of managed accounts have been well documented, but there has been little to demonstrate the measurable benefit to a practice of using them. Praemium has undertaken research in conjunction with advice consultancy practice Business Health to uncover the quantifiable benefits.
Read more: Do managed accounts really improve client relationships?
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