A New Unified Managed Account Platform Making It Easy For Financial Advisors To Customize and Scale

Описание: Katie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors (‪@dimensionalfundadvisors‬ ), joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient investment solutions.

See the full show notes and other resources here: https://www.finservmarketing.com/mode...

Chapters
00:00 Introduction to the UMA Platform
14:17 Difference Between UMA and SMA
18:05 Development Process of the UMA Platform
30:06 Future of the UMA Offering