Today’s rapidly changing financial landscape demands that financial advisors navigate the intricate intersection of investment decisions and tax planning. That’s why we developed our Advanced Planning team . . . to give participating advisors an unfair competitive advantage.
Over the past 13 years, UMA assets have increased more than five times to amass 22% of assets in managed accounts, according to a study from Cerulli. This shows that not only are advisors taking advantage of this investment vehicle, they’re actively looking for ways to balance efficiency and increased client support.