The ability for financial advisers to deliver timely and effective advice to their clients continues to be hamstrung by the expanding compliance burdens ... | | Elston Asset Management has been running managed accounts for quite a few years now. So, apart from blisters and scuffed knees, what have we picked up ... | | Managed accounts continued their meteoric rise over the last year as more advisers, who had been considering adopting managed accounts, took the plunge. | | The 26th President of the United States Theodore Roosevelt once exclaimed, "Comparison is the thief of joy". Now Teddy was right about a lot of things ... |
Welcome to 2021. Despite the best hopes of many, the dawn of a new year has not brought immediate relief from the constant deluge of monumental global ... | | Prevailing market conditions have shone the light on what other capabilities managed portfolio solutions on platforms have to assist advisers in servicing ... | | This year, a dominant theme in adviser-client conversations has been to stay the course: many advisers have been counselling clients to explain that their ... | | There are many reasons for an increased interest and take up in managed accounts - but perhaps one of the most compelling is, when properly constructed ... |
The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ... | | Recent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting ... |
