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  • Luke Laretive

All taste, no calories; For some advisers, SMAs have a clear edge over MDAs

SMAs provide most of the benefits of managed accounts, without the costs and additional investment in asset consultants, 3rd party MDA licensee arrangements, reams of paperwork, and compliance regimes, writes Seneca’s Luke Laretive.

Luke Laretive | 26th Jun 2023 | More