This one-day conference will address the latest products, technology, and developments in the ever evolving Unified Managed Accounts market. Financial Research Associates has gathered the key players from industry leaders such as Parametric, Placemark, Legg Mason, and PFPC to examine the current issues and challenges facing this new and rapidly developing product. Join our distinguished faculty to discuss:
The true definition of a UMA's: what they are and what they aren't
Outsourcing vs. in-house options
The role of the overlay manager
How to educate advisors about UMA’s
The latest in UMA technology
The evolution of UMA's to UMH's
An industry roundtable on the latest trends...and more