What do managed accounts add to your client's bottom line?
The ifa Show · Momentum Media
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Show Notes
Managed accounts have seen explosive growth in the advice sector over the past 12 months, as COVID-related volatility created new investment implementation challenges for advisers.
In this episode of The ifa Show, MLC director of managed accounts Jason Komadina joins host Sarah Kendell to discuss new research into how rapid portfolio implementation using managed accounts can leave a tangible impact on client outcomes.
Jason discusses how quick execution of portfolio changes is paramount as financial markets begin to move more rapidly, and the new ways that high-performing advice firms are using managed accounts as the structures evolve to become more sophisticated.
He also touches on how practices can best implement managed accounts for maximum efficiency benefits and where the managed account market is likely to head next.