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Managed portfolios, customer value and behavioural finance | Webinar

Practice management Technology

How could using managed portfolios impact your clients’ perceived notions of value?

Watch our webinar with State Street’s Global Head of Practice Management Brie Williams to discuss how forecasted growth in managed portfolios is aligned with the latest research and ongoing trends in behavioural finance.

Earn CPD points by taking the accreditation quiz in our Professional Development Centre