The global analytics firm discloses in its 11th annual report, "Managed Accounts 2013: Moving Toward a Single-Platform Environment," that unified managed account
(UMA) assets garnered 7.7 percent of all managed account assets in 2012, double the 3.8 percent Cerulli recorded in 2008.
Financial advisory solutions company InvestEdge has announced the release of its unified managed account
(UMA) solution, the company said.
This includes Clark Capital's Personalized Unified Managed Account
service, which adds capability for advisors and is exclusively available through AssetMark, as well as additional ETF and SMA solutions.
This has resulted in the growth of model SMAs delivered through a unified managed account
(UMA), which now accounts for 11% of the assets in the SMA universe, up from 4% over the last seven years, Clift says.
* Sungard announced that it has added unified managed account
(UMA) capabilities to WealthStation, a wealth management technology solutions platform that helps financial advisors manage their high-net-worth clients' assets.
NorthCoast selected GWP for its fully integrated, cloud-based solution and unified managed account
(UMA) capabilities to manage their internal and external money management business.
Managed Portfolio Advisors (MPA), a San Francisco-based affiliate of Natixis Global Asset Management, and BNY Mellon's (NYSE: BK) Pershing, have said that they collaborated with Securian Financial Group to launch a Unified Managed Account
(UMA) programme named Securian One.
Managed Portfolio Advisors (MPA) entered into an agreement with BNY Mellon's Pershing to offer a flexible Unified Managed Account
program to clients.
Managed Portfolio Advisors[R] (MPA), a San Francisco-based affiliate of Natixis Global Asset Management, and BNY Mellon's Pershing have announced they have collaborated with Securian Financial Group to launch a Unified Managed Account
program called Securian One, the companies said.