Key Findings From the 2022 Managed Accounts Report

Partnering with Investment Trends, we’ve gathered data and insights on how financial advisers are using managed accounts, now and into the future.

Our latest research explores:

  • The continued rise of managed accounts, with more than half of financial advisers now using this solution.
  • The hours per week saved when implementing managed accounts, and how this is translating into benefits for adviser and their clients.
  • The client demographics financial advisers are viewing managed accounts as suitable for.

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