unified managed account programs

Can Client-Directed UMA’s Help Defend Against Robo-Advisors?

“Without change there is no innovation, creativity, or incentive for improvement. Those who initiate change will have a better opportunity to manage the change that is inevitable.” — William Pollard, Physicist The rate of change and innovation in the wealth management industry has been tremendous over the past few years. Technology-heavy, online registered investment advisors […]

Why Demographic Differences Define How Advisors Should Talk to Clients

“If I had dropped out of college when I was a freshman, I would be a billionaire now. But my mother forced me to finish my education, so now I’m only a millionaire.” — Andrew Mason, Founder and former CEO of GroupOn This quote was provided by Marilyn Moats Kennedy, CEO of Moats Kennedy Inc., […]