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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
February 11, 2004 at 07:00 PM
NU Online News Service, Feb. 11, 2004, 5:07 p.m. EST – Separately managed account holdings grew 29% between Sept. 30, 2002, and Sept. 30, 2003.[@@]
The accounts held $506.6 billion in assets at the end of the third quarter of 2003, up from $391.9 billion a year earlier, according to The Money Management Institute, Washington.
The average account size increased to $238,220, up 13% from the total at the end of the comparable quarter in 2002.
A separately managed account resembles a personal mutual fund. A professional money manager usually manages the account in exchange for an asset-based fee.
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