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Table of Contents

Introduction

The SMA industry is entering a significant period of growth and the SMA 101 KIT gives you the foundation to capture a greater share of client assets!

Legacy: The History of Separately Managed Accounts

Learn about the struggles, the disappointments, and the victories of the early brokers and advisors who fought to change the face of this powerful industry. Legacy not only answers the questions that, up to now, have gone unanswered about the history of SMAs, but also shares colorful and entertaining stories about the individuals behind this success story.

Through the pages of Legacy, not only will you read about the events that changed the landscape of the financial services business, but also about the men and women who truly believe that the client's financial welfare was paramount to all other interests. Legacy begins in the early 1960's and continues through the current environment. The book also covers future perspectives, technology, and education.