Trend Hunter Series
Are private labelled managed accounts right for you? Momentum continues at a rapid pace in the adoption of managed accounts, the days of them being a niche service offered by only limited advisers is long gone. With special guests Oreana Portfolio Advisory Service, Context Capital and Netwealth, we explore how private labelled managed accounts can bring together advice, investment management, technology and most importantly the client experience.
25 August 2021 This document is for general use. Modification of content is prohibited unless you have Netwealth’s express prior written consent.