Jeanie Wyatt, CFA discusses how a decades-long industry trend toward comingled assets has resulted in less-informed clients and advisers. Wyatt also explores sector control, the benefits of and why separately managed accounts provide
Jeanie Wyatt, CFA discusses how a decades-long industry trend toward comingled assets has resulted in less-informed clients and advisers. Wyatt also explores sector control, the benefits of and why separately managed accounts provide greater visibility into what clients own, what they made and they paid.