Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

Managed Accounts: Future Trends, Projections and Opportunities

This post is a summary from a panel session at the Financial Research Associates 9th Annual Managed Accounts Summit in Boston, MA. Moderator: Phil Masterson, Managing Director, Investment Manager Services Division, SEI. Panelists: Andrew Clipper, Managing Director, Citi Investor Services, Tracy Gallman, SVP, Investment Products & Platform Development, LPL Financial, Paul Oliu, Director of Business […]

Retail Investing: Finding True Alpha

In his presentation at the FRA’s 8th Annual Managed Accounts Summit, Jack Sharry began with a quick review of changes in investor sentiments over the past thirty years. We’re at a point now where the baby boomers are looking towards an uncertain retirement, he stated.  After the market upheavals of the past few years, the […]

UMH Taking Over Wealth Management

The next generation of wealth management products will be centered around Unified Managed Households (UMH).  This is a prediction made by Cheryl Nash at the FRA’s 8th Annual Managed Accounts Summit.  A UMH provides financial organizations with wider and deeper relationships with investors, she explained.  The goal is a more holistic approach to wealth management. Cheryl, […]

Technology Impact of Models-Only UMA and UMH Programs

Excerpts from the 2009 MMI Technology & Operations Conference. The speaker for this session was Jean Sullivan, Managing Director at Dover Financial Research. What is the Technology and operational impact of the increasing growth of model only programs, UMA and UMH? How are firms on all sides of this process managing the challenges these programs […]