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内容由The ifa Show and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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What do managed accounts add to your client’s bottom line?

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Manage episode 289859216 series 2512387
内容由The ifa Show and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

231集单集

Artwork
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Manage episode 289859216 series 2512387
内容由The ifa Show and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

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