Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam. By Anand Gupta
https://www.financial-planning.com/news/unified-managed-accounts-changing-how-financial-advisors-do-business?utm_source=dlvr.it&utm_medium=blogger
https://www.financial-planning.com/news/unified-managed-accounts-changing-how-financial-advisors-do-business?utm_source=dlvr.it&utm_medium=blogger