Easy for advisers to choose wrong managed account solution if unsure of their own business model and best needs of their clients. At an Institute of Managed Account Providers (IMAP) hosted webinar on Wednesday, Tony McDonald, Director of T&C Consulting, explained the six big questions confronting both advice practices and licensees when looking at the […]
Tony McDonald
The Institute of Managed Account Professionals was formed to act as the nexus in this increasingly important industry. Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.