Inside SMAs: Navigating the SMA Landscape with Scott Smith of Cerulli Associates
October 27, 2025
In the inaugural episode of the 'Inside SMAs' podcast and gain VIP insights into the SMA universe.
Listen to the Podcast
ContinueIn the first episode of the Inside SMAs podcast, host Ryan Nauman and guest Scott Smith, Senior Director of Advice Relationships at Cerulli Associates discuss various trends and technological advancements in the world of Separately Managed Accounts (SMAs).
They dive deep into fiduciary principles, the rise of tax optimization, personalization in investing, and integration of alternative investments. Scott also sheds light on the growth potential of managed accounts driven by direct indexing and innovative financial tools.
Subject Matter Expert
Meet Scott Smith
Scott Smith
Senior Director
Bio →
Scott Smith
Senior Director
As the Senior Director of Advice Relationships, Scott leads Cerulli's coverage of fee-based managed accounts and investors' engagement preferences. With more than 25 years of wealth management experience, Scott adds valuable context and perspective in assisting Cerulli's clients with optimizing their advisors' and investors' platform experiences, given the evolving demand for financial advice.
During his tenure at Cerulli, Scott’s research and consulting work has covered the full spectrum of wealth management topics, from product development and wholesale distribution to portfolio management and comprehensive financial planning.
Full biography here.
Related Resources
- Annual report
- The Cerulli Edge
