A unified managed account (UMA) allows you to run multiple strategies within a single custody account at the registration level. These strategies can be comprised of third-party products, advisor-run models, mutual funds, ETFs, individual bonds, stocks, and more. UMAs are powerful tools with benefits for both you and your high-net-worth (HNW) clients.
With healthcare costs spiraling upwards, choosing the right plan is one of the most important financial decisions a retiree can make. According to the Kaiser Family Foundation, the average Medicare beneficiary has access to 33 Medicare Advantage plans, so finding the right coverage at the best price can be confusing and complicated.
In the final installment of LibertyFi’s Meet the Team series, we talk to Senior Consultant Davis Priester and Consultant Caroline Corso. Q&A style is designed for you to get to know us better so you can understand our background, experiences, and why we love being a part of the LibertyFi family.
In part two of our Meet the Team series, we talk to CEO Trey Ruch, Consultant Adair Moody, and Senior Consultant Thomas Reid. Our Q&A style is designed for you to get to know us better so you can understand our background, experiences, and why we love being a part of the LibertyFi family.
The latest Secrets to Scale features Clint Sorenson, Co-Founder and Partner of WealthShield. WealthShield has been a LibertyFi partner for over five years and was created to put investments back into the hands of investment advisors.
When we started LibertyFi in 2017, one of our core value propositions was to help advisors drive growth by scaling their firms with technology. We felt that we could help advisors because we’ve built and run successful platforms on Envestnet for previous firms and for our clients.