UncommonCents Episode 93 : The Rise of Managed Accounts in Advisory Practices
Update: 2025-10-03
Description
Dean Holmes & Daniel Vanderzeil of Colonial First State unpack the evolution of managed accounts in financial advice.
They explore how business owners drive adoption for scalability, advisors shift to strategic relationship roles, and support teams play a key part in implementation. With 70–75% client transition, firms can save up to 24 hours weekly.
The episode covers SMA structures, fee transparency, retail vs. private solutions, and trends like fractional trading—highlighting the need for a clear investment philosophy and strategic planning.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
