The platform has allowed us to expand our investment programs, dramatically increase assets under management and provide industry leading technology to our advisors.— Kovack Advisors
Author Archives: aaronschumm
Modernizing client portfolio management with UMH
In an age of unlimited access to information clients are looking for complete visibility, better controls and a differentiated experience. To achieve this, advisors need the ability to holistically look at all of the household accounts in a client’s portfolio. … Continue reading
Independent RIAs gain an edge with new turnkey solution offerings
To help independent registered investment advisors (RIA), small bank trusts and family offices meet client demands and gain a competitive edge, FolioDynamix has bundled products and services hosted in the Cloud for turnkey deployment to the registered investment advisor community.
Unified managed account (UMA) and rep-as-portfolio manager programs drive growth in wealth management
As the interest in deploying unified managed account (UMA) programs increases, several industry groups have taken polls to gauge the expected growth versus other programs. A FundFire poll (login required) this week showed UMA winning the most votes, while an … Continue reading
Posted in Market Trends
Tagged portfolio manager, rep as PM, UMA, unified managed account, Wealth Management
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