What’s driving growth and interest in Managed Accounts and UMAs? How will you capture your share of this industry? How will you tweak your goal-based investing strategies? How are liquid alternatives, ETFs, and index funds influencing investor decisions? How will you compete with roboadvisors? How are a select few successfully integrating a singular platform? Get the answers to these questions and many more at our 13th Annual Managed Accounts & UMA Summit slated for September 28-29 in New York City.
Top 5 Reasons to Attend:
- Rub elbows with the best and the brightest wirehouses, managers, banks, advisors, and consultants in the industry
- Gain insight into the future of MAs and UMAs from the industry’s leading minds
- Integrate platforms and reduce silos for better results
- Weigh the pros and cons between REP PMs and UMAs
- Attend one of two tracks: “Marketing & Growth Strategies” or “Technology & Operations”
View the conference brochure click here
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.
For more information, please contact Kathie Eberhard at 704-341-2439 or [email protected]
