This module will look at the terminology, types, and evolution of managed account programs, providing a comprehensive overview of their development. It will also explore the distinction between advice ...

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Zenith Investment Partners’ latest report – Unlocking Advice Efficiencies in 2025 – found that 58 per cent of advice practices are now using managed accounts, however, large and high-growth practices ...

The number of employers offering managed accounts in their workplace retirement savings plans has shrunk, according to NEPC’s "Defined Contribution Plan Trends and Fee Survey" released March 4.

Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show. The latest census, produced in ...

The Zephyr PSN Outlook for 2025 can be viewed – here. PSN, a leader in SMA data, provides access to hundreds of award-winning products. For 40 years, PSN has been a trusted resource for ...

“North’s managed accounts, along with its unique Lifetime solution, have been central to North attracting many new advisers, and the addition of these new managers and portfolios is in response to ...

Followed categories will be added to My News. An estimated 59 per cent of advisers are now using managed accounts, up from 56 per cent a year ago and just 20 per cent in 2015, according to a new ...