Inside Separately Managed Accounts (SMAs)

Описание к видео Inside Separately Managed Accounts (SMAs)

Zephyr's Market Strategist, Ryan Nauman discusses how SMAs can free up more of a wealth manager's precious time and enhance the client experience. Ryan also outlines the characteristics of SMAs and the benefits of incorporating the investment vehicle in your client's investment portfolios.

To learn more about Zephyr and PSN SMA data: https://informaconnect.com/zephyr/

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