Is "outsourcing" a dirty word? Are managed money offerings all the same?
Matt Radgowski and Peter Dugery share insights on the challenges and rewards for financial advisors when choosing a money manager to handle client portfolios. Drew Carter hosts.
Matt is managing director, Americas, at Morningstar Investment Management, and Peter is head of sales at the same firm. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Simple, but Not Easy