Separately managed accounts are generally considered more tax-efficient than mutual funds and, along with ETFs, are becoming preferred vehicles for wealthier investors, according to Hearts & Wallets (2023).

Authors

• Person: Not available Organization: Journal of Financial Planning
  An Exploratory Study of the Wealthy's Investment Beliefs ...

Sources

• An Exploratory Study of the Wealthy's Investment Beliefs ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (3)

• mutual fund concept
• Separately Managed Account concept
• ETF concept