Venue
TBA
TBA, USA

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Event Date Wed Sep 15 EDT (about 1 month ago)
Location TBA
USA
Region Americas
Details

The 2021 Best Practice Forum on Managed Accounts will look at how financial advisers can establish a successful advice practice through a program that challenges the conventional thinking on how to run investment portfolios.
The demand for managed accounts has grown rapidly in Australia in the last few years alone, with advisers seeking to learn more about the scale ability benefits of utilising a managed accounts platform.

The forum continues to comprehensively discuss the practical application and implementation of managed accounts in Australia's financial planning environment.