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Abir's long-standing client, Tara, is currently travelling extensively and does not want to monitor her investments. Abir acts as portfolio manager for Tara's advisor-managed account.
Abir's long-standing client, Tara, is currently travelling extensively and does not want to monitor her investments. Abir acts as portfolio manager for Tara's advisor-managed account. Select an option that Abir can offer Tara within the advisor-managed account framework. a. Exchange-Traded Fund wrap. b. Self-directed brokerage account. c. Non-model-based discretionary account management. d. Private home office
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