Ep 69: Building a wealth business with investment insight – David Wright
Between Meetings with Matt Heine
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Are Managed Accounts a Better Choice for Advisers?
The majority of advisers now out source their portfolio construction management, monitoring reporting for all the reasons we talked about before. We often find that those advice practices that are most attracted to are kind of managed accounts,. Those that have been running sort of models b and usually you'll have either a person, i no kind of responsible for that, but also half doing financial plaing just becomes too much.
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