Wells Fargo adds alternative investments to Unified Managed Account programme Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This move demonstrates WIM’s market leadership as one of the first large ...

iCapital, the platform driving the alternative investment marketplace for the wealth and asset management industries, in collaboration with GeoWealth and BlackRock (NYSE: BLK), announced its tech is ...

OAKVILLE, ON, April 14, 2025 /CNW/ - Manulife Wealth Inc. (Manulife Wealth), a company of Manulife Wealth & Asset Management, today announced the launch of its Apex Unified Managed Account (UMA) ...

The New Framework Provides a Simpler Way to Manage Complex Investment Strategies TORONTO, Nov. 19, 2024 /PRNewswire/ - d1g1t a leading wealth management technology company today announced the launch ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...

Envestnet, a Berwyn, Pa.-based fintech company, announced today that it’s deepening its relationships with BlackRock, Fidelity Investments, Franklin Templeton and State Street Global Advisors to offer ...

Wealthtech provider Envestnet is taking its unified managed account (UMA) tools once used internally by management to four mega asset managers: BlackRock, Fidelity, Franklin Templeton and State Street ...

Vestmark announced a partnership with BlackRock meant to combine advanced portfolio management with tax management capabilities. Specifically, the partnership will combine Vestmark’s VAST tax ...

Wells Fargo & Company (NYSE:WFC) is one of the Most Undervalued S&P 500 Stocks to Buy Right Now. On August 25, Wells Fargo & Company’s (NYSE:WFC) Wealth & Investment Management division announced ...

Two technology companies—one a subsidiary of J.P. Morgan Asset Management—have expanded their partnership to provide advisors with additional tax capabilities, the firms announced. 55ip and ...