Скачать
An adviser perspective on transitioning to managed accounts
Автор: Praemium Ltd
Загружено: 2025-06-16
Просмотров: 38
Описание:
We talked to Janahan Kumaralingam, Partner at Vostro Private Wealth talks about making the decision to move to managed accounts, the benefits and challenges and the process of integrating the solution into an advice practice. Sharing first-hand real-life experiences, Janahan provides invaluable insights for anyone considering adopting managed accounts into their practice.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
