The Next Evolution of Wealth Management

June 2012

The Next Evolution of Wealth Management - Advisor Controlled UMA

White paper, "Enabling Financial Advisors to Control UMAs by Eliminating Managed Account Silos: Separating the Provision of Advice from Portfolio Administration and Execution," provides an in-depth study highlighting how the ongoing shift in wealth management from transaction-based to fee-based accounts continues to be largely driven by advisor-controlled products. Research finds that in order to increase growth and reduce cost of UMAs, the administration and rebalancing should be basic capabilities of the advisor's platform, separate from the provision of asset allocation or product selection advice now often provided by third-party overlay managers.

Download this white paper to learn how an Advisor Controlled UMA/UMH platform, available today, is the inevitable next step in the evolution of managed account delivery.

June 2012
The Next Evolution of Wealth Management - Advisor Controlled UMA
White paper, "Enabling Financial Advisors to Control UMAs by Eliminating Managed Account Silos: Separating the Provision of Advice from Portfolio Administration and Execution," provides an in-depth study highlighting how the ongoing shift in wealth management from transaction-based to fee-based accounts continues to be largely driven by advisor-controlled products. Research finds that in order to increase growth and reduce cost of UMAs, the administration and rebalancing should be basic capabilities of the advisor's platform, separate from the provision of asset allocation or product selection advice now often provided by third-party overlay managers. Download this white paper to learn how an Advisor Controlled UMA/UMH platform, available today, is the inevitable next step in the evolution of managed account delivery.