Download IMAPs "Managed Account Solutions for advisers and their practices".
For a free copy click here.
Managed Accounts give advisers the opportunity to manage clients' portfolios themselves or through using carefully selected investment managers. They are an infinitely more efficient and scalable way for advisers to build and support a wide number of portfolios.
The Handbook features:
Understanding the Managed Accounts Choices
Why Advisers are adopting Managed Accounts
Benefits for Licensees
How Managed Accounts Achieve better client outcomes
Combining Managed Accounts
Fees and Charges
The Importance of an effective communications plan
Migrating to a Managed Account program