Asset management professionals and the firms that pay them have separately managed accounts (SMAs) on the brain, and for good reason.

The tax-friendly instrument is benefiting from an array of innovative technology advancements and cross-firm business arrangements that are opening the playing field to a wider range of financial institutions than ever before.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.