Wells Fargo has become the latest wealth management firm to add alternative investment options to its…
Tag: UMA
SMArtX Unveils Integration of Semi-Liquid Funds into UMA Platform
SMArtX Advisory Solutions revealed that it integrated semi-liquid alternative investments into its UMA last year. The…
Vestmark Launches Tax-Managed UMA for Private Assets with Dynasty Partners
Portfolio management and trading platform Vestmark announced the capability to add private market assets to tax-managed…