Date Published: July 13, 2017
Summary Power Point Deck: 68 Slides
Reference Power Point Deck: 1,310 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the managed account programs market, including separately managed account (SMA) programs, mutual fund wrap account programs, exchange traded fund (ETF) wrap account programs, & unified managed account (UMA) programs, as well as rep as portfolio manager and rep as advisor programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards these six types of managed account programs. This comprehensive research includes a relatively history, statistics on the leading programs, details of each program type, highlights of each distribution channel, & predictions for the future.
This research outlines historical phases, including: