Displaying 13 results
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
SEI rolls out upgrades to managed accounts program
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
Morningstar Wealth strengthens its SMA shelf
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Orion broadens access to high-net-worth investment strategies
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
In search of adviser tech’s holy grail
An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.
Advisor Group unveils redesigned UMA platform
The broker-dealer network added multiple enhancements to the 10-year-old platform from portfolio management tools to reduced account minimums
TD Ameritrade launches UMA platform
TD Ameritrade Institutional has launched a unified managed account platform that is designed to give the firm's advisers a wider selection of money managers.
Infrastructure initiative could help managed accounts
Over the years, the managed-account industry’s dream of rivaling the mutual fund business in size has been dashed…
Income guarantees paired with UMAs developing slowly
Providers will push forward with the development of the income guarantee paired with a unified managed account, and with other vehicles, despite hurdles.
TD to launch UMA for Placemark
TD Ameritrade Institutional will launch a unified managed account program that will utilize the third-party overlay portfolio management capabilities of Placemark Investments Inc. of Addison, Texas.
Brinker Capital hits asset milestone
Brinker Capital Inc. has surpassed the $10 billion mark in assets under management.
Callan and Natixis create UMA program
For client advisory firms that serve wealthy individuals, family offices, endowments, foundations and retirement plans.
FundQuest and firm offer UMA
First Citizens Securities Corporation has partnered with FundQuest to launch a Unified Managed Account offering.
