September 19, 2016

Although managed accounts have been around since the late 1990’s they have only recently been making headline news. A recent Association of Real Return Investment Advisers (ARRIA) roundtable saw a panel of practitioners talk about the challenges of implementing goals-based advice and how managed accounts are assisting in this space. Supporting the ARRIA roundtable panel discussion were a number of the new managed account entrants including Mason Stevens, Managed Accounts and OneVue.