Personalized Portfolios,” assets in managed-accounts programs grew

nearly 24% in 2021, reaching a high of $10.7 trillion. 

In this episode Nevin (Adams) & Fred (Reish) take a look at

the trends, the issues, and the considerations underlying managed

accounts. 

Certainly these structures have proliferated in recent years, doubtless

driven in no small part by the development/adoption of these solutions

by advisory firms, though many advisors continue to see these as little

more than “expensive target-date funds.”