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, though many advisors continue to see these as little
more than “expensive target-date funds.”
