Why the Future Belongs to Unified Managed Accounts

The Rise of UMAs Advisors in the RIA channel have a greater share of client assets (47 percent) in UMAs than either the Wirehouse advisors (40 percent) or IBD advisors (34 percent). While expectations of increased use are projected across all channels, the IBD channel is expected to witness the highest percentage growth in UMA […]

To view the full article please register below:

    First Name (required)

    Last Name (required)

    Your Email (required)

    Why the Future Belongs to Unified Managed Accounts

    Why the Future Belongs to Unified Managed Accounts

    The Rise of UMAs

    Advisors in the RIA channel have a greater share of client assets (47 percent) in UMAs than either the Wirehouse advisors (40 percent) or IBD advisors (34 percent). While expectations of increased use are projected across all channels, the IBD channel is expected to witness the highest percentage growth in UMA usage, rising from 34 percent to 44 percent—a jump of 29 percent.

    There are a number of very compelling reasons that UMAs have captured such a large share of client assets in the wealth management space and for why this growth is set to continue over the next few years.

    This white paper, Why the Future Belongs to Unified Managed Accounts, explores 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

    Download the Full White Paper Here.

    About The Author

     

    Chief Investment Officer 
    631.439.4600 ext. 277 

    Subscribe

      Subscribe to receive a monthly recap of our three most popular posts.

      Recent Videos

      Loading...

      AP Awards 2021