Our President, Barrett Ayers, and Senior Director of Business Development, Kevin McCrossin, join the Addepar team to explore: The history of UMAs and how they work How advisors can leverage UMAs to scale their firms, achieve tax efficiencies, and leverage tools such as direct indexing The key features and potential benefits of the Adhesion & Addepar partnership By Adhesion Wealth, An AssetMark Company Unified Managed Accounts UMAs Outsourcing
