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Financial Planning

SMAs ideal for low-touch clients

BY ALEX BURKE | THURSDAY, 27 AUG 2015 1:00PM

Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere.

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Read more: Separately, SMA products, SMA Report, Financial Planning, James Wright, Macquarie, MLC, OneVue platforms, Praemium, Sydney

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