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Nevin & Fred: Managed Account-Ability

Managed Accounts

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 (though that includes retail accounts, there's definitely been interest in the institutional/defined contribution space as well). 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.”


Episode Resources:

Are Those in Managed Accounts Different?  

READER RADAR: Readers Reveal Mixed Messages on Managed Accounts  

Summit Insider

Managed Accounts the Focus of 401(k) Excessive Fee Suit