Jackie Rothaar, CFA
Editor in Chief
All UMA solutions are not created equal.
The power of UMAs comes from their ability to offer clients a comprehensive overview of their investments while streamlining operations and cost for advisors and the firm.
Many traditional UMAs fall down when it comes to creating clarity for clients and scalable efficiencies for advisory businesses. And advisors know that striking the right balance between these two goals is easier said than done.
During this webinar, Craig Iskowitz, CEO of Ezra Group, and Jackie Rothaar, Product Manager at InvestEdge, will discuss the role of Unified Managed Accounts in today’s wealth management landscape and criteria that advisors should use when seeking the right solution for their firm.
The impact of UMAs on the industry is only expanding, with UMA assets projected to triple between 2016 and 2020. They’ve gained particular traction in the bank/trust sector, where many have expanded access to external managers while seeking to maintain control and oversight.
And now, a new breed is maximizing the power of a UMA solution - offering more flexibility to clients while delivering operational efficiencies, control and oversight to advisors and firms.
Webinar attendees will gain an understanding of:
- The trends driving advisory businesses to adopt or rethink UMA solutions
- Where traditional UMA solutions come up short in responding to the demands of a rapidly changing industry
- The essential criteria for selecting the right UMA for your firm:
- Balance standardization and customization
- Integrate with your existing systems
- Achieve cost-effective compliance
The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted PROGRAM for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.
LIVE EVENT ONLY: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.
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