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ASPIRE to portfolio tailoring in managed accounts - AIA

This article is worth: 0.25 CPD hours

Legislated CPD Area: Technical Competence

Knowledge Requirements: Managed Investments

About

David Hutchison (North) believes the industry needs to broaden the appeal of managed accounts to make this structure more attractive to advisers who seek the flexibility of adjusting client portfolios, without having to go down the path of full customisation.