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Key Findings From the 2023 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.
  • Practice Profitability, with advisers who’ve used managed accounts for longer, have larger average client FUA balances, when compared to the more recent users of managed accounts.
  • The hours per week saved when implementing managed accounts, and how this is translating into benefits for adviser and their clients.

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About the Research

The SPDR ETFs / Investment Trends 2023 Managed Accounts Report was commissioned by Investment Trends. The quantitative online survey was carried out between November 2022 and January 2023. The sample after data cleaning and validation was 632 financial advisers.

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