SMA Spotlight: Model-Delivery Surges as UMAs Take Center Stage
Unified managed account (UMA) programs continue to gain steam, as broker-dealers and other managed account program sponsors are investing in technology and making these platforms more central to how advisors access separately managed accounts and other investments.
At the same time, the trend toward model-delivery of SMA strategies, already well underway, continues to move forward, as additional sponsors move forward with plans to take on discretion for trading. A new survey fromFundFire reflects that reality.
Read the article at Fundfire