The Next Frontier in Outsourced Investment Management
Dispelling the Myths around Today's Managed Account Platforms
Working with an outsourced managed account or unified managed account (UMA) platform can optimize your business and deliver better investment outcomes for clients. But the range of advisor and client experiences will be wide depending on the platform chosen. Contrary to popular belief, not all platforms are the same and there are large differences in how they handle sleeve accounting, trading, fees, models and manger performance. Join us on October 23rd and learn:
- How to transform and revolutionize the client
- Achieving the next level of operational efficiency
- Why all outsourced solutions are not the same
- The keys to selecting the best outsourced
When comparing platforms, it’s critical to ask the right questions and challenge the answers to be sure you fully understand the solutions that are offered. The answers to these questions can directly impact your client’s experience. Download our whitepaper to learn the 17 questions to ask when considering a platform.
FOR FINANCIAL PROFESSIONAL USE ONLY. Adhesion Wealth Advisor Solutions is an investment adviser registered with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of training or skill. Investing in securities is subject to inherent investment risks, including the potential loss of principal. Adhesion Wealth does not provide personalized investment or tax advice. UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing. (C) 2019 Adhesion Wealth Advisor Solutions. All rights reserved.