Late last month researcher Investment Trends released their 2018 Adviser Product Needs Report, a gem of a report given its insights on what advisers really want from today's generation of investment providers.
A key takeaway is that more financial advisers are adopting managed accounts for their efficiency benefits compared with direct shares and traditional managed funds vehicles.
Thriving successfully in this space is Praemium, one of the managed account industry's pioneers. In this issue, the group's head of distribution Martin Morris explains why managed accounts are a cultural fit in a tech-savvy financial planning practice.
Read the article here for more.