Filed Under:Your Practice, Practice Management

Mass affluent market remains largely untapped

Investors with less than $500,000 in investable assets remain largely underserved by advisors, according to a new report.

Cerulli Associates, Boston, arrives at this conclusion in its first quarter, 2013 issue of “The Cerulli Edge, Managed Accounts Edition.” The survey explores the managed account process and provides a quantitative update on assets and growth rates, program sponsors, third-party vendors, asset managers and cash flows.

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Nichole Morford

Nichole Morford
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