Ted Piclk Chief Executive Officer | Morgan StanleyCustomization and tax management are becoming central concerns for affluent investors, according to a recent study by Cerulli Associates. The research, commissioned by Parametric Portfolio Associates, LLC (Parametric), examines the growing importance of personalized investment strategies within the U.S. retail wealth management sector. The report, titled "Customized at Scale: A Framework for Next-Generation Advisory Platforms," finds that nearly 80% of affluent investors value account customization tailored to their specific needs. Additionally, improving tax management capabilities is ranked as a top-three priority by 82% of managed account sponsors. The findings highlight ongoing changes in wealth management driven by investor demand for personalized solutions focused on taxes.