Read more: ENGAGE WITH PIMCO: CONTENT TO KEEP CLIENTS INFORMED
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?
Thank you for registering your interest for the IFA Masterclass 2019.
To return to the site, click here.
Page 1 of 8
Get the latest news! Subscribe to the ifa bulletin