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Managed portfolio research meets adviser application | Insights

Practice management

This panel discussion includes Empower Business Advisory Founder and former Investment Trends research director, Recep III Peker who provides insights on managed portfolios from his work in research and providing strategic business advice with responses from two advice practitioners – Christine Swanson, Prominent Financial Services and Tim Carrigg, Apprise Advisory who use managed portfolios in their businesses. Will their experiences line up?

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