An estimated 59 per cent of advisers are now using managed accounts, up from 56 per cent a year ago and just 20 per cent in 2015, according to a new report from State Street Global Advisors and ...

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement. Almost two-thirds of retirement ...

I can still see myself, a number of years ago, sitting in front of a trusted colleague as they asked me to consider having our firm offer proprietary advisor managed accounts. My answer was a flat-out ...