Implemented Portfolios News

A BALANCING ACT: ACHIEVING QUALITY CLIENT OUTCOMES ALONG WITH SCALABLE IMPLEMENTATION

Financial advisers and their staff co-ordinate a myriad of activities to keep their clients satisfied. This is in addition to expectations that they do this profitably and compliantly, while also bringing in new business. Throw in a backdrop of FoFA changes, a post GFC environment and scepticism of the advice industry in the wake of scandals and collapses – and we have an industry ripe for change.

Advisers are questioning the two very different approaches to investment management that the industry adopts. READ MORE

Original article – http://evotv.com.au/nomorepractice/7024/blog-implemented-portfolios-a-balancing-act-achieving-quality-client-outcomes-along-with-scalable-implementation

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