New Managed Account Solutions Handbook

Аннотация

Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. &quote;No other platform offers so many options and can be customized to meet the needs of so many different types of investors,&quote; says one of the nation's most prominent money managers. &quote;We are able to address a wide variety of investment needs with a single product.&quote; (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. &quote;With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds,&quote; explains one top executive at a leading investment bank. &quote;Investors know that proper asset allocation produces better results.&quote; (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. &quote;ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios,&quote; says the national sales manager of one of the world's largest ETF providers. &quote;Advisors can fully diversify across all asset classes.&quote; (Chapter 4) Client demand is fueling the growth of alternative investments. &quote;Larger clients are asking for these types of investments,&quote; says one director of investment consulting solutions at one of America's largest banks. &quote;Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio.&quote; (Chapter 4) They'll also teach you how to: * Determine if managed account solutions are right for you, your practice, and your clients * Transform your financial advisory practice into a wealth management business * Differentiate yourself from other advisors * Develop a recurring revenue stream that will enable you to grow your business * Attract new clients and capture additional assets from existing clients * Conduct successful client meetings and host seminars that get results * Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media