Wealthtrac has launched a new Dealer SMA Service that enables small Dealers to implement customised SMAs for their clients. Wealthtrac manages the compliance, implementation and ongoing investment management with Macquarie, who is the SMA Operator.
Wealthtrac has launched a new Dealer SMA Service that enables small Dealers to implement customised SMAs for their clients. Wealthtrac manages the compliance, implementation and ongoing investment management with Macquarie, who is the SMA Operator.