6 Keys to Launching a Successful UMA Program

This is a summary of a session from the FRA’s 11th Annual Managed Account and UMA Summit that was held in September 2013 in NYC. Moderator: Bill McFadden, U.S. Business Development, CGI Panelists: Chris Gibbons, VP Investment Product Management, PNC Asset Management John McDevitt, CFA, SVP, Brown Brothers Harriman Sophie Schmitt, Senior Analyst, Wealth Management, […]

Financial Planning in 10 Minutes or Less with goalgamiPro

Origami is the Japanese traditional art of paper folding and is made up of two smaller words; “ori”, meaning to fold and “gami” meaning paper. goalgamiPro (which starts with a lowercase ‘g’) is not an ancient art form, but the name of a software product developed by Advisor Software Inc. (ASI).  It is designed to […]