Featured Jobs
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July Business Services
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July Business Services
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ESOP Administration Consultant Blue Ridge Associates
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Sentinel Group
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Retirement Plan Administration Consultant Blue Ridge Associates
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The Pension Design Group
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Participant Services Representative BPAS
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NestEggs Retirement Plan Services Inc
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CalcAir
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MAP Retirement
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Associate Sales Representative Loren D. Stark Company
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MAP Retirement
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Transaction Coordinator II (Brokerage accts) MAP Retirement
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Retirement - Client Services Manager Navia Benefits
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ESOP/KSOP Processing Specialist BPAS
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Free Publications
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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View More PLANADVISER Webinars, Podcasts and Conferences
2022 PA Practice Progress Webinar Series: Managed AccountsPLANADVISER |
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July 19, 2022 On-Demand Webinar |
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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:
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