Tag: investors

Why the Future Belongs to Unified Managed Accounts

Explore the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.

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Are Indexed Annuities Right for Your Clients?

As your clients’ priorities evolve from outperformance to preserving retirement income, you may find that indexed annuities satisfy their changing objectives. Read this post to learn what clients will benefit best and how the indexed annuities work.

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