Upcoming Webinar

U.S. Managed Accounts: The Rise of Portfolio Customization

Explore the state of the U.S. Managed Accounts Market with Scott Smith and Bing Waldert. During this 45-minute session, they will share Cerulli’s views on key developments in the $13.7 trillion market.

Join to evaluate market sizing and growth projections, distribution dynamics, and the focus managers and sponsors are placing on portfolio customization in response to growing demand from investors. This session is important for asset managers, wealth managers, and technology providers seeking intelligence to strengthen strategic business objectives.

Key discussion points include

- Managed account programs attracting and retaining flows and an update on platform consolidation efforts

- The rise of portfolio customization and tax management and processes and products that best align with providing holistic advice

- The future of unified managed account households (UMHs) and the increasing importance of tax alpha

Date: Thursday, October 30
Time: 1:00PM EDT
Where: Virtual Event A link to the event will be sent upon registration
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Featured Speakers

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.

Bing Waldert

Managing Director, U.S. Research, Cerulli Associates

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Bing Waldert

Managing Director, U.S. Research, Cerulli Associates

Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.