Filed Under:Life Insurance, Life Planning Strategies

Cerulli: Flexibility is key in choice of managed account programs

More than six in ten (61 percent) financial advisors flag flexibility to choose asset allocations as important when deciding on a managed account program.
More than six in ten (61 percent) financial advisors flag flexibility to choose asset allocations as important when deciding on a managed account program.

Most financial advisors identify flexibility to choose asset allocations as important when deciding which managed account programs to use, according to a new report.

Cerulli Associates, Boston, discloses this finding in a report, “The Cerulli Edge, Managed Accounts Edition.” The report explores program dynamics of managed account programs and details full-service, third-party vendor relations. The survey also 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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