In its fourteenth iteration, this annual report dissects the managed account marketplace, providing key business metrics gleaned from Cerulli’s managed accounts database, which has been compiled over nearly 20 years. It contains analysis and data critical to managed account asset managers and program sponsors, such as market sizing and growth projections, distribution dynamics, business practices, industry economics, proliferation of fee-based relationships among advisors and firms, developments in product design and delivery, channel-specific attributes, investor pricing, and program features.
Reasons To Purchase:
- Assess the opportunities and threats in the managed accounts space
- Understand the evolution of digital advice
- Examine the managed accounts landscape and its potential for growth
- Analyze the managed account industry outlook from a discretionary perspective