Managed portfolio research meets adviser application
This panel discussion includes Empower Business Advisory Founder and former Investment Trends research director, Recep III Peker who provides insights on managed portfolios from his work in research and providing strategic business advice with responses from two advice practitioners – Christine Swanson, Prominent Financial Services and Tim Carrigg, Apprise Advisory who use managed portfolios in their businesses. Will their experiences line up?
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.
Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and