Praemium Investment Leaders

How advisers are managing client assets - Bridging the platform gap

October 29, 2020 Praemium
Praemium Investment Leaders
How advisers are managing client assets - Bridging the platform gap
Show Notes
Praemium's CCO Mat Walker talks through the findings of the latest research on how advisers are managing client assets on and off-platform, why they are using an increasing number of platforms and how to achieve their goal of a single platform solution for all client segments.

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