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BLOGS. March 26, 2025

Three Takeaways from SS&C’s SMA Roundtable

We recently hosted our inaugural SMA roundtable, which was attended by industry executives focused on distributing and supporting their firms’ SMA business. The discussion included a blend of excitement about the future opportunity of SMAs and the challenges of supporting the business from personnel and operations standpoints. This combination of optimism and uncertainty was the basis for a very insightful dialogue between industry practitioners. There were three main takeaways from the event:


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