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High Growth Solutions for Models Only Programs

This post is a summary of a panel from the MMI Tech & Ops Conference. Moderator:Hereen Pathak, CTO, Vestmark Panelists:Tom Huddleston – SVP, Natixis Asset Management. Elba Cruz – Director of Overlay Portfolio Management, Morgan Stanley Smith BarneyAndrew Rose – VP, Redi2 TechnologiesJosh Mayer – EVP, Managing Director Operations, EnvestNet. 13F/13G Reporting – under what […]

RIAs Take Advantage of Discretion to Launch UMAs and Improve Efficiency

This is a summary from a session of the MMI Tech and Ops Conference with a panel made up of Registered Investment Advisors (RIAs).  The discussions centered around the use of Unified Managed Accounts (UMAs) and the advantages of discretionary versus non-discretionary accounts. Moderator: Roger Paradiso, Director/CIO, Managing Director, Morgan Stanley Smith Barney Panelists: Dan Sherman, […]