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 ...

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 ...

What Are Unified Managed Accounts? What Are the Pr... What Are Unified Managed Accounts? What Are the Pros of a UMA vs. an SMA? How UMAs Support Tax-Aware Investing What Are the Benefits of Direct ...

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 ...

QUEBEC CITY, March 20, 2025 /CNW/ - iA Private Wealth ("iAPW"), a subsidiary of iA Financial Group ("iAFG"), is pleased to announce a series of major enhancements to the Elite Unified Managed Account ...

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) ...

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 ...

It’s slow and it will take time, but the managed account platform sector’s shift towards consolidation is sure to come, according to recent findings from Cerulli. According to Cerulli’s new report on ...

Edward Jones has added 53 separately managed accounts it offerings to clients, nearly doubling the amount available, the firm announced. The addition is designed to build out the firm’s suite of ...

Just as consumers want access to multiple television streaming platforms on one device, financial advisors are driving their technology providers to create a single platform that provides them the ...

Dimensional Fund Advisors’ Katie Hendrix and Bryce Skaff dive into the firm’s new UMA platform. In this episode: Differences between unified managed accounts, separate accounts, and direct indexing. A ...

TORONTO, Nov. 19, 2024 /PRNewswire/ - d1g1t a leading wealth management technology company today announced the launch of its Trading Unified Managed Accounts (UMA) framework, which is natively ...