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 ...

Amid compressing fees and mushrooming fund options, asset managers are clashing for market share in a new arena: personalization. Thanks to recent technological leaps, Dimensional Fund Advisors hopes ...

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) ...

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 ...

BOSTON--(BUSINESS WIRE)--Charles River Development, a State Street company, today announced plans to expand its support of private market assets within the unified managed accounts (UMA) capabilities ...

Anuj Gupta, principal director of sales engineering at Envestnet, explains how their Unified Managed Account (UMA) solution is transforming wealth management. By incorporating alternative investments ...

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 ...

At its annual Ascent conference, Orion today announced plans for a significant advancement in its Unified Managed Household ...