guide to managed accounts

Editorial

Can managed accounts thrive beyond regulatory scrutiny?

The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...

Features

Are SMAs a good solution for everyone?

With a wide variety of managed account types available, writes Oksana Patron, a global SMA could be an opportunity for advisers to expand their horizons from traditional ...

Expert Analysis

Getting the right recipe for managed accounts success

Not all managed accounts are created equal and it is up to advisers to ensure their clients get the right solution for their needs, writes Vanguard’s Balaji Gopal. ...

Expert Analysis

How managed accounts are helping advisers ‘build the trust equation’

While the benefits of managed accounts for clients are well-documented, there are also numerous benefits that they bring to businesses, writes Xplore Wealth’s Anne Hamieh...