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2022 PA Practice Progress Webinar Series: Managed Accounts
Sponsored by Betterment at Work

According to a recent Deloitte report, “The Rewards and Risks of Managed Account Programs in the Wealth Management Industry,” assets in managed account programs have grown by 117% since 2012, and they now make up a substantial portion of assets under management and a majority of new asset flows for the wealth management industry. Related analyses show the role of managed accounts has grown substantially within the defined contribution retirement plan space.
Experts say this growth reflects a long-term industry trend away from commission-based brokerage offerings toward fee-based advisory offerings. While there are hurdles to greater adoption, many believe managed account programs are poised for continued growth, especially as more firms have announced plans to make them a strategic priority.
This edition of the 2022 PLANADVISER Practice Progress webinar series will delve into the most important questions about managed accounts, such as:
• How are they built?
• How are they marketed and delivered?
• How can they impact firm operations and client outcomes?
Don’t miss this important discussion designed to help you achieve practice progress!

00:58:00

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Speakers

Todd Kading
Chief Executive Officer @LeafHouse Financial
Todd Kading is the Chief Executive Officer of LeafHouse Financial and investGrade. In his role, Kading provides leadership for the broader strategic direction of the firm(s). He focuses on developing and driving distribution & marketing, and implementing overall strategy for growth. LeafHouse is a national and independent discretionary investment manager with expertise in the retirement industry. The firm is independent and oversees over $15 billion assets under management. LeafHouse acts in a 3(38)-fiduciary capacity for private and public retirement plans. LeafHouse developed proprietary technology (the LeafHouse GPA) that aims to prudently select, evaluate, and monitor investments that are solely in the best interests of plan participants and their beneficiaries. LeafHouse integrates technology and industry knowledge to provide a layer of protection to plan sponsors.
Joe DeBello
Managing Consultant @OneDigital
As a Managing Consultant at OneDigital, Joe DeBello leads a team of consultants and plan professionals who work with plan fiduciaries from all industries with one goal in mind: empowering participants to retire more comfortably. An avid problem solver, he loves finding unique ways to get and keep retirement plans on track—no matter what challenges arise. His previous experience working on the recordkeeping and payroll side of the business gives Joe an edge in solving complicated administration challenges. Joe has been recognized by his peers as a NAPA “Ace” and “Young Gun” representing the top advisers under the age of 40 as well as being named a “Rising Star in Advising” by Employee Benefit Adviser. Joe resides in Orlando with his Wife, Elsa and two dogs Harry and Lola.