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2022 PA Practice Progress Webinar Series: Managed Accounts

PLANADVISER

July 19, 2022
Recorded Online
Webinar

According to a recent Deloitte report, “The Rewards and Risks of Managed Account Programs in the Wealth Management Industry,” assets in managed account programs have grown by 117% since 2012, and they now make up a substantial portion of assets under management and a majority of new asset flows for the wealth management industry. Related analyses show the role of managed accounts has grown substantially within the defined contribution retirement plan space.

Experts say this growth reflects a long-term industry trend away from commission-based brokerage offerings toward fee-based advisory offerings. While there are hurdles to greater adoption, many believe managed account programs are poised for continued growth, especially as more firms have announced plans to make them a strategic priority.

This edition of the 2022 PLANADVISER Practice Progress webinar series will delve into the most important questions about managed accounts, such as:

  • How are they built?
  • How are they marketed and delivered?
  • How can they impact firm operations and client outcomes?
     

More Information, How to Register

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