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Get ready: Managed portfolio customisation technology is coming

Tue 31 Aug 2021
1 MIN READ

The traditional strength of the stockbroker’s value proposition was that they would personally advise their clients so that each client had their own personal share portfolio, reflecting who they were and what they wanted — as filtered and interpreted by their stockbroker. It was, and is, by its nature high-touch, relationship-based and, therefore, expensive.

Read more: Managed portfolio customisation technology is coming

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