Wells Fargo adds alternative investments to Unified Managed Account programme Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This move demonstrates WIM’s market leadership as one of the first large ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

OAKVILLE, ON, April 14, 2025 /CNW/ - Manulife Wealth Inc. (Manulife Wealth), a company of Manulife Wealth & Asset Management, today announced the launch of its Apex Unified Managed Account (UMA) ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...

What Are Unified Managed Accounts? What Are the Pr... What Are Unified Managed Accounts? What Are the Pros of a UMA vs. an SMA? How UMAs Support Tax-Aware Investing What Are the Benefits of Direct ...