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Why Managed Accounts are the hottest game in town

A recent report published by IMAP (The Institute of Managed Account Professionals) in conjunction with Millman has shown further rapid growth in investments held within Managed Accounts.

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Accelerate advice business with outsourced paraplanning

It has become significantly more challenging to sustain and grow a profitable financial advice business. It boils down to a battle of administration versus efficiency. Scalability is now the holy grail for financial advisers.

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