Legacy: The History of Separately Managed Accounts

Legacy: The History of Separately Managed Accounts by LeBlanc, Sydney. hardcover edition. ISBN: 9780972195805.

Learn about the struggles, the disappointments, and the victories of the 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 Separately Managed Accounts, but also shares colorful and entertaining stories about the individuals behind this success story. Through the pages of Legacy, you will you read about the events that changed the landscape of the financial services business and the men and women who truly believe that the clients financial welfare is paramount to all other interests. Legacy begins in the early 1960s and continues through the current environment. It is a must read about future perspectives, technology, and education in the business that is revolutionizing the securities industry today.