How a smart managed account offer has the power to drive financial planning profit and practice valuation
Establishing a managed account service can substantially increase the value of a financial planning practice, but establishing one isn’t for the faint-hearted, and going about it the wrong way can backfire severely, according to Tony McDonald, a director of T&C Consulting. McDonald told an Institute of Managed Account Providers (IMAP) seminar and webinar in Sydney this week that
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