UMAs are the Modern Day Evolution of Brokerage Account Structures Unified Managed Accounts (‘UMAs’) are the result of an industry that originated with brokers opening commission-based accounts with no access to third party managers which then migrated to SMAs with...
Advisors:Do Your Clients Deposit Money into their Brokerage Accounts and Not Tell You? Clients do not always provide the same information flow that they may expect of their investment advisors. Events may change the impetus for a financial plan and investment...
The rapid expansion of financial technology solutions in recent years has purported to change the way advisors run their business. From client profiling and risk assessment tools to digital onboarding and things as seemingly simple as e-signature, the FinTech...
Why Sleeves Are Easy and Inexpensive These two terms, Separately Managed Accounts (‘SMA”) and Unified Managed Accounts (‘UMA’), are used throughout the financial services industry. The fact that they are at times used interchangeably can cause confusion as to the true...
February 7th, 2018 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading Turnkey Asset Management Platform (TAMP), today announced the expansion of its direct indexing with 14 new models from S-Network Global Indexes, including the Thomson...
