Working with an outsourced managed account or unified managed account (UMA) platform can optimize your business and help deliver better investment outcomes for clients. Contrary to popular belief, not all platforms are the same and there are large differences in how they handle sleeve accounting, trading, fees, models and manager performance. Our President Barrett Ayers, joins Dave O’Rourke, Managing Director of Paulson Investment Company, LLC and Rebert Huebscher, CEO & Founder of Advisor Perspectives to discuss:
