Date Published: April 9, 2015
Summary Power Point Deck: 62 Slides
Reference Power Point Deck: 1,331 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the managed account programs market, including separately managed account programs, mutual fund wrap account programs, ETF wrap account programs, & unified managed account 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 comprehensive history, statistics on the leading programs, details of each program type, highlights of each distribution channel, & predictions for the future.
This research outlines three historical phases: