Favorable Mutation: The Rise of Unified Managed Accounts in Financial Services
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Favorable Mutation: The Rise of Unified Managed Accounts in Financial Services Overview
The evolutionary process from transactional business to fee-based business in the delivery of wealth management services to affluent clients began on May 1, 1975. It was on this day that brokerage commisions became negotiable, ushering in a new era of price competition and value-added services offered by financial institutions and investment advisors.
As in the evolution of man, a series of favorable mutuations has gave rise to Unified Managed Acccounts, an investment vehicle that allows investors to combine mutual funds, ETFs, separately managed accounts and alternative investments into a single account under one registration.
Is your wealth management practice ready for Unified Managed Accounts? Do you have the knowledge about the operational structure and investment vehicles available within the UMA structure? Will Unified Managed Accounts provide you with the single solution necessary to compete in the future? In Favorable Mutation: The Rise of Unified Managed Accounts in Financial Services, Jason Lampa provides wealth management professionals with a comprehensive overview of Unified Managed Accounts and how financial advisors can utilize the UMA structure to attract affluent clients. Moreover, Lampa includes high impact sales ideas to help investment professionals get in front of more prospects and close more business.
According to Lampa, many financial institutions are not effectively training their wealth management teams on how to implement Unified Managed Accounts in their practice. Hence, there is an gigantic opportunity for innovative firms to capture market share and become an industry leader.
Favorable Mutation: The Rise of Unified Managed Accounts in Financial Services Specifications
The evolutionary process from transactional business to fee-based business in the delivery of wealth management services to affluent clients began on May 1, 1975. It was on this day that brokerage commisions became negotiable, ushering in a new era of price competition and value-added services offered by financial institutions and investment advisors.
As in the evolution of man, a series of favorable mutuations has gave rise to Unified Managed Acccounts, an investment vehicle that allows investors to combine mutual funds, ETFs, separately managed accounts and alternative investments into a single account under one registration.
Is your wealth management practice ready for Unified Managed Accounts? Do you have the knowledge about the operational structure and investment vehicles available within the UMA structure? Will Unified Managed Accounts provide you with the single solution necessary to compete in the future? In Favorable Mutation: The Rise of Unified Managed Accounts in Financial Services, Jason Lampa provides wealth management professionals with a comprehensive overview of Unified Managed Accounts and how financial advisors can utilize the UMA structure to attract affluent clients. Moreover, Lampa includes high impact sales ideas to help investment professionals get in front of more prospects and close more business.
According to Lampa, many financial institutions are not effectively training their wealth management teams on how to implement Unified Managed Accounts in their practice. Hence, there is an gigantic opportunity for innovative firms to capture market share and become an industry leader.
