Personalization at Scale: How Advisors Can Efficiently Deliver Custom Advice Through Managed Accounts

Managed account adoption is increasing dramatically as advisors see the value of providing personalized advice at scale. As part of Advisor2x’s 2021 Wealth@wor(k) Digital Series, Franklin Templeton’s Yaqub Ahmed, Strategic Retirement Partners’ Jeffrey Cullen and our very own Josh Forstater addressed the factors driving adoption including advancing technology, the convergence of retirement consulting and private wealth, and the growing demand for customization. During the 30-minute session, they also explored the importance of certain design features to ensure that your managed account offering helps drive outcomes while delivering the individualized experience today’s participants have come to expect.