Technological progress isn't going away - but neither is the fundamental value of financial advice. Managed accounts could be the perfect way to bridge that gap.
In this eBook Netwealth explores the role managed accounts can play in your business and raises some important points to consider prior to their implementation.
Disclaimer: This information has been prepared and issued by netwealth Investments Limited (netwealth), ABN 85 090 569 109, AFSL 230975. It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for professional financial product advice and you should determine its appropriateness having regard to your particular circumstances. The relevant disclosure document should be obtained from netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in any netwealth product. While all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), no person, including netwealth, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.