Personalise your portfolio
Separately managed accounts (SMAs) may be the answer to the affordability issue facing the financial advice industry. By leveraging technology, SMAs provide retail investors with affordable access to portfolios of professionally managed investments that are tailored to their own financial circumstances.
The popularity of managed accounts has increased in lockstep with the technological improvements that have been made to advice platforms.
The appeal of managed accounts among financial advisers and investors continues to grow. According to Rainmaker Information’s latest Wholesale Advantage Report, funds under advice have grown by 23% over the past year and 53% in the past three years, now representing $86 billion.
“Managed accounts are sophisticated and
