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.
With help from investment manager Joseph Palmer & Sons, the IMA super and investment service – My Managed Portfolio Individually Managed Account Service – will allow financial planners and accountants to “better engage” with their clients.READ MORE
