Favorable Mutation: The Rise of Unified Managed Accounts in Financial Services: Including Sales & Marketing Tips from 2009

In 1975, the money management in the financial services industry changed, forever. No longer able to make a living from selling stocks, financial advisors interested in growing and maintaining a successful practice are implementing customized investment solutions through Unified Managed Accounts. As financial advisors race to capture the investable assets of baby boomers, only those with the knowledge and ability to automate customized investment solutions will win the race. Less clients, with larger accounts and a fee-based compensation is no longer an option. It is mandatory for survival. Responding to investors demand for greater transparency, consolidated investment accounts and more face-time with their advisor, investment firms from wall street to main street are pouring money into enhancing their Unified Managed Account platforms. It's good for the client, the advisor and profitable for the firm. A real life Win-Win.

Author: Jason G. Lampa

Publisher: Createspace Independent Publishing Platform

Publication Date: Jan 28, 2010

Number of Pages: 86 pages

Binding: Paperback or Softback

ISBN-10: 1450515282

ISBN-13: 9781450515283