Join us for a detailed exploration of Unified Managed Accounts (UMAs) in our upcoming webinar, presented by Bob Riggs, Regional Director at Envestnet. This session will focus on the significant advantages UMAs offer, particularly in terms of tax efficiency and the ability to customize investment strategies on a large scale.
Learn how UMAs can provide a more personalized investment experience while maintaining the tax efficiency that is critical to maximizing client returns. Bob will discuss how these platforms facilitate the management of multiple investment types and strategies within a single account, simplifying the investor’s experience and enhancing the advisor’s ability to meet specific client needs.
Watch here to gain insights into how Unified Managed Accounts can be a pivotal tool in your advisory practice, offering bespoke solutions without sacrificing operational efficiency.
