DALLAS -- Bank executives and a handful of third-party service providers convened here last week to attend a separately managed account conference focused on how banks can penetrate a space heavily dominated by the major wirehouses.

The event, co-sponsored by the Money Management Institute and Thomson Media, kicked off with Jeff Cusack, executive vice president of national sales and marketing at JP Morgan Private Client Services, and Len Reinhart, president of Lockwood, providing an overview of the current SMA landscape as well as the necessary building blocks of a viable SMA business.

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