Dimensional Fund Advisors has introduced its first-ever unified managed account (UMA) platform to give advisors access to a variety of investment vehicles, including its separately managed accounts ...
Wells Fargo adds alternative investments to Unified Managed Account programme Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative ...
iCapital, the platform driving the alternative investment marketplace for the wealth and asset management industries, in collaboration with GeoWealth and BlackRock (NYSE: BLK), announced its tech is ...
A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...
Envestnet, a Berwyn, Pa.-based fintech company, announced today that it’s deepening its relationships with BlackRock, Fidelity Investments, Franklin Templeton and State Street Global Advisors to offer ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This move demonstrates WIM’s market leadership as one of the first large ...
The New Framework Provides a Simpler Way to Manage Complex Investment Strategies TORONTO, Nov. 19, 2024 /PRNewswire/ - d1g1t a leading wealth management technology company today announced the launch ...
OAKVILLE, ON, April 14, 2025 /CNW/ - Manulife Wealth Inc. (Manulife Wealth), a company of Manulife Wealth & Asset Management, today announced the launch of its Apex Unified Managed Account (UMA) ...
Wealthtech provider Envestnet is taking its unified managed account (UMA) tools once used internally by management to four mega asset managers: BlackRock, Fidelity, Franklin Templeton and State Street ...
What Are Unified Managed Accounts? What Are the Pr... What Are Unified Managed Accounts? What Are the Pros of a UMA vs. an SMA? How UMAs Support Tax-Aware Investing What Are the Benefits of Direct ...
James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...
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