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How UMA Platforms Drive Better Investment Outcomes

Written by Barrett Ayers | Jul 30, 2024 5:53:49 PM

One of the growing trends in the advisory profession is outsourced investment management – specifically using a unified managed account (UMA) platform. Many advisors have found that those solutions optimized their practices and helped deliver better investment outcomes for clients. Listen to our President Barrett Ayers, talk to Advisor Perspectives about the trends and disruptors that advisors should prepare for over the coming decade.

Listen to the Podcast:

How UMA Platforms Drive Better Investment Outcomes