Managed accounts:
During volatility and beyond
Explore the role managed accounts play in enhancing your value proposition.
Explore the role managed accounts play in enhancing your value proposition.
Explore the role managed accounts play in enhancing your value proposition.
For the 38% of advice firms who use managed accounts*, the volatility in March 2020 from uncertainty of COVID-19 allowed them to quickly adjust client portfolios and take advantage of buying opportunities or alternatively de-risk them.
In this special report, we speak to four wealth professionals and examine how managed accounts can help client outcomes during volatility. Specifically:
*2020 Netwealth AdviceTech Research Report