Bridging the platform gap
Praemium Investment Leaders
English - October 29, 2020 03:10 - 43 minutes - 40.1 MBInvesting Business investment investment leader market outlook financial adviser practice management managed accounts Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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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.