SMAs Offer Retirement Auto-Pilot

July 8, 2007

NEW YORK-Without a good financial plan, retirement can be anything but relaxing. In fact, even for the affluent investor, adjusting to what should be one's leisure years takes some jarring realizations, said speakers at a recent presentation hosted by the Money Management Institute here. These realizations present opportunities for money managers to show how separately managed accounts, especially unified managed accounts, can help assuage their concerns.

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