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11th Annual Managed Accounts & UMA Summit

Event : 11th Annual Managed Accounts & UMA Summit

Mon, 16/09/2013  
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 


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