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Stephen Patrickakos, Managing Director, Head of Traditional Investments, Bank of America Merrill Lynch led a breakout session at the MMI Annual Conference about optimizing product offerings amidst the industry shift to UMA and UMH. During the event, he also spoke with Nathan DiCamillo of FundFire about his firm’s plans to increase its SMA offering by at least 50% over the next 3-5 years.
