Download our new discussion paper ‘Managed accounts: insights from financial advice principals’ where advice principals reveal their real-world experience with the managed account model and how to discuss the benefits for your clients and business.
Latest insights on managed accounts, in case you missed it.
Advice principals reveal their real-world experience with the managed account model and how to discuss the benefits for your clients and business.
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1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020