Managed Accounts : Buy Side or Sell Side ?

THE POINT BEING : SMAs are becoming sell side if they package up an MIS like a product. The god is the PDS not the client.

By | September 6th, 2016|Uncategorized|0 Comments

From 350 to 3 basis points, An industry from price makers to price takers

It wasnt too long ago that 250-350 basis points was a 'benchmark' for what an investor would pay on their investments for the provision of advice. Included in this were expert advice, choice / selection of funds, administration of assets, professional investment management, custody, trusteeship and safekeeping, licensing (with insurance), and much much more. I [...]

By | September 1st, 2016|Uncategorized|0 Comments