Read more: Enabling accessible advice with managed portfolios
Free eBook: The adviser’s guide to high-net-worth clients
Read more: ENGAGE WITH PIMCO: CONTENT TO KEEP CLIENTS INFORMED
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.
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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