Professional PlannerMarch 8, 20225.12pm
2023 Researcher Forum
‘Not trying to be fund managers’: In-house MAs a matter of value not conflicts
Utilising managed accounts either in-house or through an external provider each comes with a raft of pros and cons – along with the scrutiny over perceived conflicts. The Researcher Forum has heard the decision ultimately comes down to what is fit for purpose for the advice firm and where the service proposition truly lies.
Zilla EfratDecember 18, 2023
