How managed accounts help advisors boost scale and deliver better client outcomes
Making advice scalable has been a major problem for many practices. With a fixed number of hours in each week, there is a limit to the number of client meetings and advice documents that can be completed. This also says nothing of the highly labour-intensive...
Case Study: Wealth advisory firm cuts costs and doubles fees for some clients
Advisor groups typically gain significant business efficiencies and improve the outcomes for their clients by partnering with a trusted investment specialist. Here we demonstrate the significant value created by one group that was seeking to free up time, incorporate...
Global activity endures. Bonds more stretched than stocks
Global economic growth is slowing, weighed by declining spare capacity and steady interest rate increases in the US, debt reduction and increased regulation in China and political risks including trade skirmishes that threaten confidence. However, there is enough...
Focus on quality with cash at the ready
Global economic fundamentals remain reasonably healthy with each key region exhibiting solid mild expansion. The United States however is more advanced in its cycle than most and the pace of growth should slow somewhat through next year as interest rates rise and jobs...
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