Season 3 Episode 7 “Managed Account-Ability”

Season 3 Episode 7 – Managed Account-Ability

According to Cerulli’s “U.S. Managed Accounts 2022: The Future of Personalized Portfolios,” assets in managed-accounts programs grew nearly 24% in 2021, reaching a high of $10.7 trillion. In this episode, Nevin (Adams) & Fred (Reish) take a look at the trends, the issues, and the considerations underlying managed accounts. Certainly, these structures have proliferated in recent years, doubtless driven in no small part by the development/adoption of these solutions by advisory firms. However, many advisors continue to see these as little more than “expensive target-date funds.”

roughly two decades of working

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