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Managed account boom reflects diverse industry

The 12th edition of the Managed Accounts Report, a joint effort between State Street Global Advisers and Investment Trends, was released this week, with the results offering powerful insights into a fast-evolving financial planning industry. The diverse, but high-growth, sector spans everything from separately managed accounts, to individually managed and managed discretionary accounts, which according to the Institute…

Staff Writer | 12th Apr 2021 | More