In 2024, U.S. managed account assets hit $11 trillion dollars, growing 20% year-on-year. Seeking to capitalize on this growth opportunity, broker/dealers are focused on scaling the advisor experience while improving client outcomes. What are the critical platform and program features they should consider as they embark on the next phase of growth?  

Join Scott Smith for a 30-minute session packed with Cerulli’s views on the top priorities for managed accounts sponsors, the types of programs gaining assets, and the next phase of innovation as the need for customization and tax efficiency assumes greater importance across the advice value chain.  

This session will uncover: 

• Managed account market sizing by program, vehicle, and asset class 
• Industry growth drivers and potential headwinds  
• Investor demand for customization and tax efficiency and implications for advisors and sponsors  
• Projections for platform consolidation and implementation innovation 

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