Posts Tagged Dianne Morin

UMA Providers Dazzle Wealth Advisors with New Upgrades that Manage Market Volatility Risk

As global markets buckle on fears of new financial meltdown, managed accounts vendors entered the scene promoting new technology to allow better allocation and diversification of client accounts to minimize damage in worst-case scenarios.

Last week, VIPs from the unified managed accounts industry met in Boston to announce new product offerings and a shift in direction when it comes to advisor support.

The Trust Advisor was there to talk to some of the most influential leaders in this area.

“Keep it simple” was the rallying cry for the managed account industry as platform providers finally see their efforts to liberate model-only investing from a once-impenetrable maze of jargon start paying off. Read the rest of this entry »

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