DiscoverShape of adviceThe next step in investment implementation
The next step in investment implementation

The next step in investment implementation

Update: 2020-10-19
Share

Description

The way advisers implement their investment recommendations has evolved significantly, most notably in terms of how this process is integrated into businesses as well as the sophistication of outcomes for clients. Investment implementation has fast tracked business efficiency and continuity, it has brought about cost savings and it has been responsible for creating a new institutional-style wholesale and researcher consultant function. This episode considers movements in investment implementation and where the trend is likely to take the advice industry.
Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

The next step in investment implementation

The next step in investment implementation

Professional Planner