|Managed portfolios are among the few bright lights in wealth management in the last few years. Not only have they allowed financial advisers to fine-tune client portfolios with ease, but they also work as an important time-saving measure when running an advice practice.
AMP MyNorth explains how managed portfolios continue to help adviser respond to changing client needs. As a case study, the platform demonstrates that a cost-effective index and active offer, options for sustainability-focused investors, and bespoke portfolios for large advice practises are just the beginning.
With two in five financial advisers already using managed portfolios (also called managed accounts), we expect more innovation in this sub-segment of the market.
Read more in our latest publisher's forum.