Separately Managed Accounts & Other Packaged Fee-Account Programs:
The Rapid Restructuring of a Growing Industry

Recently Released!!!
Date Published: January 2012
Comprehensive Power Point Deck: 1,204 Slides
Summary Power Point Deck: 107 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the packaged fee-account programs market, including both separately managed account programs and other fee-account programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards the eight types of fee-account programs: fee-based brokerage accounts, broker wrap accounts, mutual fund wrap accounts, annuity wrap accounts, ETF wrap accounts, multiple style portfolios, separately managed accounts, & unified managed accounts. This comprehensive research includes statistics on the leading players, details of each market segment, highlights of innovations in the four components of fee-account programs, & predictions for the future.

This research outlines three historical phases:

    • Slow Growth Phase
    • Explosive Growth Phase
    • Rapid Restructuring Phase

This research addresses eight products, including:

  • Separately Managed Accounts
  • Multiple Style Portfolios
  • Mutual Fund Wrap Accounts
  • Annuity Wrap Accounts
  • ETF Wrap Accounts
  • Unified Managed Accounts
  • Broker Wrap Accounts
  • Fee-Based Brokerage Accounts

This research defines five markets & distribution channels, including:

  • Wirehouses
  • Other Financial Advisor Channels
  • Direct Distribution
  • Institutional Markets
  • International Markets

And this research makes the following predictions:

  • Substantial Expected Growth for Fee-Accounts
  • Growth in Six of the Eight Types of Fee-Account Programs
  • Potentially New Pricing Models
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