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.
With the outbreak of the coronavirus and its impact on financial markets, it may seem like an odd time for financial advisors to consider whether clients have taken the appropriate amount of risk to reach their goals. But that was exactly the conversation I had earlier this year with Michael Kitces, now head of planning strategy at Buckingham Wealth Partners and publisher of the Nerd’s Eye View blog for financial advisors, and Skip Massengill, founder of the Retirement Education Institute.
Tegra118 introduces our first segment of a 6-part 2020 Summer Internship Spotlight Interview series with our Business Development Intern, Grace Wu!