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Implemented Portfolios News

Clients happy to pay for IMA solution

Individually managed accounts (IMA) provided an avenue for delivering more personalised solutions in a highly scalable way that financial planning clients were happy to pay for, according to MyPlanner.

 “We all know that pricing models are under attack, and so they should be if there is little or no value to be added,” MyPlanner managing director Philippa Sheehan told Financial Observer. READ MORE