Find our more about managed accounts by reading IMAP's Managed Acounts Handbook publication
This free publication can be downloaded from IMAP's website in PDF format from this link. (size 1.88 MB)
The Handbook covers many areas areas including:
Descriptions of the types of Managed Accounts
How do Managed Accounts work for both Advisers and Clients?
Are Managed Account Practices better businesses ?
An Adviser case study – STANFORD BROWN - the Licensee Managed Account Awards Winner 2018
- Setting Fees and Charges for a Managed Account service offering