Posts Tagged Dianne Morin
As global markets buckle on fears of new financial meltdown, managed accounts vendors entered the scene promoting new technology to allow better allocation and diversification of client accounts to minimize damage in worst-case scenarios.
The Trust Advisor was there to talk to some of the most influential leaders in this area.
“Keep it simple” was the rallying cry for the managed account industry as platform providers finally see their efforts to liberate model-only investing from a once-impenetrable maze of jargon start paying off. Read the rest of this entry »