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Implemented Portfolios News

Lack of control in SMAs breeds client panic

While separately managed accounts (SMA) are shaping up to be one of the biggest product trends in the advice space this year, history shows a lack of control over the underlying assets could fracture the relationship between clients and advisers.

In an interview with financialobserver, Implemented Portfolios founder Santi Burridge said while SMAs offered advantages such as beneficial ownership of assets and transparency of holdings, clients could ultimately react badly when they did not understand, and could not control, movements in the portfolio. READ MORE