Direct b/ds, third-party vendors hold most managed account assets

Cerulli recommends that asset managers properly segment managed account programs into two groups: those that are controlled by the advisor and those that are controlled by a centrally managed group.

Already a subscriber? Log in here

This article is FREE for you...

Create a free account to access this article and get more Retirement Income Journal information sent to you by newsletter.

Or, subscribe now for unlimited access and a free book sent to you!

By submitting your email address you agree for Retirement Income Journal to send you communication by email