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 ...

Over the last few years, the managed account industry has made significant progress in supporting additional assets and strategies, particularly through Unified Managed Account (UMA) programs. These ...

The unified managed account has undergone a quiet but powerful evolution over the past two decades as managed accounts continue their journey to client centricity. What began as a tool to enhance the ...

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) ...

55ip and InvestCloud to Expand Capabilities to Deliver Tax Optimization Solutions for Private and Public Assets in a Single Unified Managed Account Private Markets Account™ (PMA) from InvestCloud, ...