Test Your Knowledge: Managed Money

1) Which of the following are considered features of a managed account

2) Which of the following is not considered a reason to use a managed account process

3) True or false. Managed accounts are often considered more in line with the best interest of the client due to the lack of “churning” to create transactional revenue

4) Managed accounts

5) True or false. Managed accounts are very limited in what is offered in terms of strategies, asset classes, or sectors.