Partnering with Investment Trends, we’ve gathered data and insights on how financial planners are using managed accounts, now and into the future.
Our latest research explores:
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The SPDR ETFs / Investment Trends 2021 Managed Accounts Report was commissioned by Investment Trends. The survey was carried out between December 2020 and February 2021. The sample of 905 respondents includes RG146 compliant financial planners, accountants and dealer group managers who personally provide advice.