Managed accounts have evolved from a way for advisers to be more agile with their clients' investments to a full-blown advice practice management solution. But for those who have yet to make the jump – or those who feel they're not using managed accounts to their full potential – what's the appeal, and how do they work?
We explore this in our Thought Leaders series presented by Mercer.
For more tips or information on how you can build a better practice for you and your clients, head right here.
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