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Implemented Portfolios News

Where the ball is going

Trends in the American investment management and financial advice industry offer insight into where best practice in Australia may be heading.

Since 2007 our team has been undertaking Study Tours to the USA. Initially our objective was to understand what best practice in investment management looked like in the world’s largest financial market. Over the years the focus of our Study Tours has evolved as we continuously seek to better understand ‘where the ball is going’ in terms of industry trends and best practice advice models. READ MORE