uma platform providers

Pershing Looks to Natixis to Help Them Catch Envestnet in UMA

Unified Managed Accounts (UMA) never achieved the expected market domination or lived up to the peak hype that existed before the financial crisis.  Now, it is just another managed account program, alongside Separately Managed Accounts (SMA), Mutual Fund Wrap (MFW), Rep-as-Advisor (RAA) and Rep-as-PM (RPM).  While UMA currently holds only around 12% of all advisory assets, according […]