Press Releases

Press Releases

——Press Releases——
March 24, 2020
Advisors Planning to Increase Allocations to Unified Managed Accounts

March 24, 2020, Needham, MA – As broker/dealers continue to cull products from their platforms and move to centralized unified managed account (UMA) programs, it is critical for asset managers to understand advisors’ perspectives on this shift. According to FUSE Research Network’s latest Advisor Trend Monitor Series Report – Advisor Top Trends for 2020, published in conjunction with WealthManagement.com, advisors currently use UMAs for 38% of their client assets, and they anticipate usage growing to 47% by 2022.

For the complete press release, click here.

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