Screen Shot 2018 10 16 at 9.53.22 PM - 3 Trends Helping UMAs Break Through $1 Trillion in Assets

3 Trends Helping UMAs Break Through $1 Trillion in Assets

Have unified managed accounts (UMAs) finally arrived? After almost two decades of hype, UMAs are on the precipice of an amazing feat. This most complex of managed accounts programs is finally going to eclipse $1 trillion in assets. According to data from Cerulli, by the end of Q1 2018 UMA assets reached $986 billion.  This […]

TakingOff - 3 Reasons Why Model Marketplaces Are Taking Off

How Technology Enabled Model Marketplaces to Take Off

It seems as though every wealthtech vendor and custodian has launched their own model marketplace. It’s gotten to the point where I’m expecting to see model offerings at the drive thru at Dunkin Donuts one day soon.  According to research from Cerulli, 80% of all financial advisors use some type of model portfolios in their […]