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Category | Netmeetings Archive
February 27th: Asset Location and the Unified Managed Household (UMH)
Posted on 25 February 2013
Thank you for listening to the February 27th Net Meeting: Asset Location and the Unified Managed Household
Topics discussed:
- How to help advisors optimally locate assets across different tax registrations and add more value to their portfolio management process
- New tools that allow advisors to deliver improved after-tax performance across a client household in an automated fashion
- How firms can effectively scale and employ tax management across their advisor and client bases
IMCA accepts 1 CE hours (toward CIMA®/ CIMC®/CPWA® certifications) for the February 27th, 2013 MMI Net Meeting: Asset Location and the Unified Managed Household. The course ID for this program is MMI 2013 Webinar-Asset Allocation - 13MMI001
Certificants who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE, in order to receive CE credit.
Trends in Advisor Use of Managed Solutions at National Broker-Dealers
Posted on 15 November 2012
Thank you to all who tuned in to listen to the MMI Net Meeting on November 15th.
If you would like to replay the meeting, you may do
so by clicking the link below.
Nov15_NetMeeting.wav (3.1 MiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
November 15th - MMI Net Meeting (749.7 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
Nov15_NetMeeting.wav (3.1 MiB)Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
November 15th - MMI Net Meeting (749.7 KiB)Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
Incorporating Fixed Income Separate Accounts into UMAs
Posted on 17 May 2012
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March 7th Net Meeting – Thank you for attending.
Posted on 01 February 2012
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Thanks for listening! Net Meeting: Rep as Portfolio Manager
Posted on 22 June 2011
Thank you to all who tuned in to listen to the MMI Net Meeting on September 21st.
If you would like to replay the meeting, you may do so by clicking the link below.
MMI Net Meeting: a preview of the Rep as PM White Paper (unknown)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
MMI Net Meeting: a preview of the Rep as PM White Paper (unknown)Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
The Future Impact of ETFs on Advisory Solutions
Posted on 20 June 2011
The Net Meeting is available to MMI member firms and associates. Thank you for listening in.
June 22nd Net Meeting presentation (278.9 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
Grow your Business through Model-Based Delivery
Posted on 22 February 2011
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Moderator Lee Chertavian Chairman and CEO Placemark Investments, Inc. Netmeeting Panelists Michael Bell President and CEO Curian Capital Jed Laskowitz Managing Director J.P. Morgan Asset Management Roger Paradiso President and Chief Investment Officer Morgan Stanley Smith Barney |
The growth of Unified Managed Account Platforms across the managed advisory solutions industry is undeniable. Preliminary MMI/Dover Financial Research data suggest that UMA assets grew at greater than a 50% annualized rate in the second half of 2010. The move towards UMA as a solution is attributed to many factors including greater customization abilities, the growing availability of products and streamlined operations. However, perhaps the greatest driver has been the rise of model-based delivery of money manager strategies. Model-based delivery of UMAs is now firmly established as the dominant program type. While UMA platforms and capabilities are still evolving and maturing, there are still significant issues associated with implementing and maintaining models. In this exclusive MMI NetMeeting, industry experts will share insights on the key business, investment, operation and legal issues associated with executing a models-only UMA platform. Join Placemark CEO Lee Chertavian who will lead a discussion with Roger Paradiso of Morgan Stanley Smith Barney, Michael Bell of Curian Capital and Jed Laskowitz of J.P. Morgan Asset Management. |
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NetMeeting - February 17th, 2011 (592.7 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
NetMeeting - February 17th, 2011 (592.7 KiB)Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])
IMCA accepts 1 CE hour (toward CIMA®/CIMC®/CPWA® designations) for the February 17, 2011 webinar Executive Insights – Growing Your Business through Model-Based Delivery. Designees who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE, in order to receive CE credit.
Members-Only Section
Posted on 01 March 2010
Only members can have access to past Net Meeting materials. If you are a member please login. If you don’t have a user id and password, please email Elizabeth Bontrager ([email protected])
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