11th Annual Managed Accounts & UMA Summit

Mon, 16/09/2013 (All day)
Conducted by: 
Financial Research Associates
Contact: 
Kathie Eberhard

 Top Reasons to Attend
• Hear from top minds in the industry on the future of managed accounts and UMAs
• Demystify UMA overlay management
• Explore the mainstream trajectory of alternatives. What are the potential consequences and benefits?
• Find out how experts mitigate risk in the Rep-as-PM model
• Discover how next-generation advisors are approaching managed accounts and UMAs differently than their predecessors
• Uncover startling new research on wirehouses and RIAs
• Improve investor demand fulfillment through customization
• Understand why you need to worry about the Consumer Financial Protection Board and emerging regulatory scrutiny over social media
• Bring home new and useful methodologies to maximize success
• Expand your network of industry contacts

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information view the conference brochure or contact Kathie Eberhard at 704-341-2439 

Upcoming events

5 hours 59 min from now - New York
5 hours 59 min from now - Toronto
5 hours 59 min from now - Barcelona
17 hours 59 min from now - New York
1 day 5 hours from now - London

Upcoming training

Mon, 29/09/2014 (All day) - London
Thu, 02/10/2014 (All day) - London