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BT Academy
Stay current and get access to events, articles, news and practice insights.
Stay on top of your business with the latest ideas, trends and reports. BT Academy contains information to help you realise new opportunities and assist you with supporting your practice.
During the month of October, trade talks between the US and China continued, with media reports signalling that a partial trade deal had yet to be agreed upon.
The demand and usage of managed accounts is growing because of their win-win nature – while they have mostly been recommended for the transparency, tax-efficiency and portability they give a client, other benefits are now being realised.
Managed accounts give your clients more transparency and control over their wealth. Find out how you can build stronger client relationships, by providing valuable investment education and detailed reporting.