Tegra118 and Celent discuss emerging trends in Unified Managed Accounts
Leveraging the Unified Managed Account as a Catalyst for Growth.
In this webinar, Will Trout, Analyst and Head of Wealth Management, Celent and Rich Keltner, CFA and Director, Product Management of Tegra118 explore the market forces fueling UMA growth and how technology is playing a leading role in UMA adoption.
Five Ways Tegra118’s Financial Planning Solution Helps Broker-Dealers Achieve Regulation Best Interest Compliance Obligations
Listen in on this webinar with prominent industry leaders.