EPISODE · Jan 16, 2025 · 1H
Leveraging SMAs: Insights from Context Capital with Chris West and Mike Parker
from The Trusted Adviser · host Rob Pyne
In this episode, we explore the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital. SMAs have rapidly emerged as a preferred investment solution, offering transparency, efficiency, and fairness for both advisers and investors. Taking advantage of Chris and Mike's expert knowledge in the world of SMAs, Rob dives into the operational, regulatory, and strategic benefits of SMAs, uncovering their growing impact on the financial planning industry.
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Leveraging SMAs: Insights from Context Capital with Chris West and Mike Parker
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