Powered by MOMENTUM MEDIA

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. 

 

Advertisement
Advertisement

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

SMA roundtable: Evolving your practice to offer SMAs
ID logo

 

related articles

From the web

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.