“The Elephant in the Room” Best-Ex Issues in Managed Accounts

penned by Chris Halverson, Senior Vice President, Sales  Despite the pandemic, the equity markets were very kind to the financial services industry.  Returns have been positive, and assets continue to flow in the right direction.  What’s gone relatively unnoticed, however, is the overall growth in “managed accounts”, specifically WRAP sponsors, custodial platforms (think Schwab, Fidelity,…

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