Session 4:
The critical fork on the road: Using managed accounts to build a sustainable advice business

Santi Burridge, Managing Director, Implemented Portfolios

• Journey towards building a scaleable advice business
• Using individually managed accounts (IMAs) to provide asset allocation solutions
• How to transition from $20m to $200m Funds under Advice (FUA) with minimum operational disruptions and staffing costs

Click here to view more videos from the 2016 Managed Accounts Forum.

Sign up to our monthly FS Managed Accounts newsletter for free here to get the latest industry news and updates.