Produced By: Ensombl
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss how he implemented an investment philosophy and managed account solution for his wealth management practice over an 18-month period, involving his team, clients, and external investment professionals.
Accreditation Points Allocation:
Technical Competence 0.6
Client Care and Practice 0.2
Professionalism and Ethics 0.1
Regulatory Compliance and Consumer Protection 0.1