Industry experts compare Separately Managed Accounts (SMAs) and Managed Discretionary Accounts (MDAs), examining which structure best supports client needs and firm business models. The session explores when and why practitioners use each approach, with insights into client outcomes, efficiency, compliance and governance. Andy Roberson, Chief Innovation Officer at Chelmer, demonstrates how firms can automate portfolio management across SMA and MDA structures to scale advice delivery and improve operational efficiency.
SIAA Webinar SMA vs MDA: Choosing the Smarter Managed Account Strategy
