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Investment Podcast #44 - Are Managed Accounts Reshaping the Advice Model? artwork
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Investment Podcast #44 - Are Managed Accounts Reshaping the Advice Model?

XY Adviser by Ensombl

Oct 11, 202633:39Business

Managed accounts are often sold on efficiency, but their impact can run much deeper than streamlining portfolio administration. In this episode, host Ben Nash is joined by Lance Rowlands from Wealth Directions and David...