Managed Accounts
Managed accounts present further research needs
There is potential for the role of research in managed accounts to expand to help advisers show they’re on top of the portfolios they’re offering to clients as regulator scrutiny over performance ramps up. The discussion on the Shape of Advice podcast comes as the latest managed account census data shows the market has shot past $200 billion in funds under management.
Chris DastoorOctober 8, 2024
Advice
How Striver believes it can add 5000 new entrants to advice
Beata KuczynskaSeptember 20, 2024
