Working with an outsourced managed account or unified managed account (UMA) platform will optimize your business and deliver better investment outcomes for clients. But the range of advisor and client experiences will be wide depending on the platform chosen. Contrary to popular belief, not all platforms are the same and there are large differences in how they handle sleeve accounting, trading, fees, models and manager performance. Join us on October 23 and learn:
Barrett Ayers, President of Adhesion Wealth, will be available to answer attendees’ questions during the webinar.