Zephyr PSN's Inside SMAs: Navigating the SMA Landscape with Scott Smith of Cerulli Associates
Published on October 23, 2025
In the inaugural episode of the 'Inside SMAs' podcast, Ryan Nauman and Scott Smith, Senior Director of Advice Relationships at Cerulli Associates discuss a range of topics including the increasing trend towards fiduciary relationships and comprehensive wealth management, the growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more accessible and scalable.