(Financial Advisor) Technology has revolutionized the financial industry, from Wall Street to Main Street, and wealth management is no different. Robo-advisors threatened wealth managers with scalability and ease of use, while unified managed accounts (“UMA”)...
FinTech Revolutionizing Managed Accounts – Part 3 Hedge funds have long been mired of the world of Regulation D private placements, until now. While several strategies fit well into the idea of yearlong lock ups, consolidated asset pools, and high fee...
FinTech Revolutionizing Managed Accounts – Part 2Streamlined Investment Management Practices Advisors running several different client investment portfolios are faced with the burdensome task of constantly having to manage and even trade each of the portfolios...
FinTech Revolutionizing Managed Accounts – Part 1 Advances in FinTech mean you no longer have to wait for next day allocations and reporting for your unified managed accounts. After all, why is there a delay when the securities are electronically traded?...
There are many misconceptions about alternatives. Investors either have wrong assumptions concerning their nature and function in individual portfolios, or their availability, thinking alts are not affordable and available only to ultra-high-net-worth individuals or...
