A few months after launching a new individually-managed account (IMA) model, non-aligned financial services firms MyPlanner, Implemented Portfolios and Netwealth have upgraded its advice solution to offer passive and active investment options.
A few months after launching a new individually-managed account (IMA) model, non-aligned financial services firms MyPlanner, Implemented Portfolios and Netwealth have upgraded its advice solution to offer passive and active investment options.