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Managed Accounts Trends, Usage and What’s Next

Insights From the Investment Trends Report

With more than one in two financial advisers utilising managed accounts, and a further 19 per cent may do so in the future. Join our webinar to hear the growing appeal of managed accounts for financial advisers.

Eric Blewitt, Investment Trends' Chief Executive Office and Sinead Schaffer, State Street Global Advisors' ETF Model Portfolio Strategist, will share insights from the recently released SPDR ETF / Investment Trends 2024 Managed Accounts Report, including:

How managed accounts can save time, reduce compliance burden and enhance client engagement
Why advisers that use managed accounts for longer have more clients and larger client balances
Summary of the investment strategies and implementation options to select from

We are pleased to offer CPD points to those that attend the entirety of the webinar.

Speakers

Eric Blewitt

Chief Executive Officer
Investment Trends

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Sinead Schaffer

ETF Model Portfolio Strategist

State Street Global Advisors

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H2 Speakers (Bio Photo & Bio Summary)

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