News, updates and perspectives on managed accounts
Scaling a practice, one family at a time
How do you build an advice business from scratch with a goal of reaching 1,000 client families? Michael Bova (Family Wealth Advisory) & Rebecca Jacques (Mercer) discuss Family Wealth Advisory’s journe...
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Private markets: A new generation of benchmarks
Ari Rajendra (S&P Dow Jones Indices) and Toby Potter (IMAP) discuss the ways in which private markets can be measured and assessed to create greater transparency in these assets.
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Treasury floats performance test for SMA - but it won't work
Treasury think by imposing a performance test you could ”increase competitive pressure on (platform) trustees to deliver strong long-term returns and value for money” from products like SMAs. ”It wont...
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