Optimizing Investment Management Through UMAs

Written by Adhesion Wealth | Jul 30, 2024 6:03:19 PM

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

View full post