Investment Trends has found that new inflows to managed accounts from financial advisers on behalf of clients has all but trebled in the last four years.
The surge in popularity is being driven by the availability of a professional managing the funds, followed by transparency benefits and tailored investment options.
A little known fact is that BT Financial Group, one of the innovators in the platform sector, has offered managed account solutions for the past 25 years.
Through its newly constructed BT Panorama platform, the company is well equipped for future growth in the sector. I invite you to read this article, which features a checklist on how advisers can determine the right managed accounts solution for their clients.
Hope you find this information valuable.