Firms using managed accounts for more than three years have achieved 79% more profit per owner than firms not using managed accounts, according to research from...
BT has released its March quarterly update, showing net flows of $1.5 billion for the half year to bring total BT Panorama funds under administration (FUA) to $105...
Managed accounts advisers say they save 15.7 hours on average on a typical work week, up from 13 hours two years ago as proficiency in advice practices levels rise,...
Funds under management in managed accounts have risen to $131.6 billion as of the end of 2021.
According to the Institute of Managed Account...
BT has seen strong growth in use of its managed account solutions, comprising 66% of net flows to the BT Panorama platform in the last quarter.
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