Rob Pyne explores the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital. SMAs have rapidly emerged as a preferred investment solution, offering transparency, efficiency, and fairness for both advisers and investors. Rob, Chris and Mike dive into the operational, regulatory, and strategic benefits of SMAs, uncovering their growing impact on the financial planning industry.
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Topics covered
- What are Separately Managed Accounts?
- Efficiency and risk management in SMAs
- The SMA ecosystem
- Adviser responsibilities and opportunities
- Designing and implementing SMA solutions
- Scalability and client engagement
- Future Trends in SMAs
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.