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TRENDS:
That-a-way, and that-a-way – Managed account trends
- Mutual funds surpassed separate accounts as the top investment vehicle used across the managed account industry.
- While the wirehouses control a majority of market share, nearly every channel has experienced success with managed accounts.
- A sponsor’s managed account platform is a significant factor for advisors looking to change broker/dealers.
- The outlook for the managed account industry is positive, and is predicted to reach $2.93 trillion by year-end 2013.
- Mirroring behavior seen in 2001-2002, advisors have flocked to rep-driven programs, but once markets stabilize will likely return to programs that allow for more systematic advice delivery.