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SMA roundtable: Evolving your practice to offer SMAs
By
Content Partner
— 1 minute read
Sponsored by Macquarie
This roundtable, hosted by InvestorDaily and Macquarie, examines the benefits SMAs can offer advice practices and their clients, looks at where and how SMA pioneers are gaining traction and explores different approaches to introducing SMAs to clients.
Moderator: Tim Stewart, editor, InvestorDaily
Participants: Bianca De Melo, Macquarie; Nick Walter, Macquarie; Steven Barclay, Keystone Wealth; Brett Taggart, Bell Partners Wealth Advisors; Sedat Papagan, GHR Accounting Group
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