Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Director of Regulatory Operations and Compliance

PCS Retirement
(PA / Hybrid)

PCS Retirement logo

Consulting Actuary

Daybright Financial
(Remote)

Daybright Financial logo

Relationship Manager – Defined Contributions

Daybright Financial
(Remote)

Daybright Financial logo

Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

Spectrum Pension Consultants (part of Daybright Financial) logo

Director, Strategic Accounts and Channel Development

July Business Services
(Remote / Waco TX)

July Business Services logo

Senior Client Success Manager

Independent Retirement
(Remote)

Independent Retirement logo

Team Leader

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Manager of Client Service

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
(Hartford CT / Stamford CT / Boston MA / Hybrid)

Shipman & Goodwin LLP logo

Relationship Manager

Daybright Financial
(Remote)

Daybright Financial logo

Regional Sales Director

Independent Retirement
(Remote)

Independent Retirement logo

Regional Sales Director-Heartland

July Business Services
(Remote / Waco TX / IL)

July Business Services logo

Internal Channel Sales Team Lead

July Business Services
(Remote / Waco TX)

July Business Services logo

Plan Administrator

Stones River Consulting
(Remote / TN)

Stones River Consulting logo

Plan Administration Analyst

EPIC RPS
(Remote)

EPIC RPS logo

Regional Sales Director-Mid Atlantic

July Business Services
(Waco TX / DC)

July Business Services logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More PLANADVISER Webinars, Podcasts and Conferences

2022 PA Practice Progress Webinar Series: Managed Accounts

PLANADVISER

July 19, 2022
On-Demand
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