TAMPs

While charts of daily returns over time do appear to approximate the single hump of a random curve, the devil has once again proven to be in the details.

They may have been around since the 1990s, but Unified Managed Accounts (UMAs) have recently catapulted into the spotlight as advisors everywhere seek creative ways to scale growth and gain operational efficiency.

Adhesion has been running a lot of great educational videos lately. Here's a recent one the firm's director of asset manager relationships did on a topic near to all of our hearts: when the market will get back to normal and what that looks like. 

Recent bond market weakness raises the issue of whether Treasury debt can continue to serve its historic role: a low-volatility ballast within a portfolio that diversifies away from equities. Even heralding 2023 as the "year for bonds," as many did, seems in retrospect premature, if not outright wrong.

With 86% of financial advisors considering quantifying and reporting tax management's ongoing impact essential for their businesses, a Cerulli study found that only one in five offer ongoing, automated tax management.

“We are dedicated to expanding our manager marketplace with esteemed firms that cater to the evolving needs of our clients," says Brad Haag. Wealth Advisor favorite Alpha Vee is one of the firms boosting its presence on the platform.

Direct Indexing within an SMA is often cumbersome and lacks the flexibility that allows advisors to go the extra mile for their clients. Can your platform help you achieve Advisor Alpha?