Information for advice professionals only.
BT’s Chris Mather, Head of Distribution, BT Platform, Distribution & Services, recently presented at a State Street SPDR ETFs event on Trends in Managed Accounts 2020. During this event, platform trends dominating the industry, global managed portfolio trends and current and future use of managed accounts were discussed. The Investment Trends team also delved into the report data and provided insights beyond the standard report, including how Managed Accounts can enhance advisers customer value proposition and exploring practice implementation and drivers for portfolio selection.
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