Investment recommendations have always been a core role for advice practices. But increasing professionalism is making this a much more structured part of the advice service offer and managed accounts have become a key delivery vehicle for that.
Many see it as one of the very few options which can make advice businesses sustainable.
It’s lead to quite a lot of change – internal investment teams, changed roles for advisers, appointment of asset consultants, meeting platform due diligence standards, partnerships with MDA Providers – these are all part of the new normal for wealth management.
How do larger or smaller advice licensees implement a successful wealth management transformation?
How have successful advice businesses made a commercial success of this change in orientation?
Webinar Series moderated by Paul Forbes of AAN
May 25, 2022 12:00 PM
May 27, 2022 12:00 PM