MMI Webinar: The Case for Alts in UMAs: Why Incorporating Alternatives into a UMA Structure Is Becoming a Strategic Imperative

Overview

Learn how firms integrate alts into UMAs to boost access and efficiency.

As demand for broader portfolio diversification and more personalized investment strategies grows, wealth management firms are looking to unify alternative investments alongside SMAs, direct indexing, mutual funds, and ETFs within a single unified managed account (UMA). This webinar explores the evolving landscape of integrating alts and how firms can leverage both technology and operational best practices to make access to alternatives more feasible and advisor-friendly.

Join us for a focused discussion on:

• Market Momentum and Investor Demand: Exploring the trends driving increased interest in alternatives within wealth management portfolios.
• Operational Challenges and Opportunities: Navigating the complexities of integrating traditionally illiquid assets within a unified account framework.
• Increasing Advisor and Investor Value: How seamless access to alts within a UMA can help improve portfolio customization, efficiency, and long-term outcomes.

This conversation will provide insights on how to successfully incorporate alternatives into a modern, scalable UMA strategy.

This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.