با برنامه Player FM !
پادکست هایی که ارزش شنیدن دارند
حمایت شده


1 LIVE: Before the Chorus & Open Folk Present: In These Lines feat. Gaby Moreno, Lily Kershaw & James Spaite 33:58
A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale
Manage episode 439562105 series 2444271
Katie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors, joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient investment solutions.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
- Planning for Charitable Giving - Katie mentioned how UMAs are great tools for helping clients plan for charitable giving. Learn more about Donor Advised Funds on this episode with Adam Nash of Daffy.
- Dimensional Fund Advisors UMA Platform - This landing page offers a tremendous amount of insights into the new DFA platform for UMAs.
- The Trend Toward The Personalization of Investing At Scale - In this episode of the Augmented Advisor Podcast, Katie Hendrix and Shawn Jaberzadeh joined Mike Langford and John Prendergast, CEO of Blueleaf shortly after the launch of Dimensional's SMA solution.
Chapters
00:00 Introduction to the UMA Platform
14:17 Difference Between UMA and SMA
18:05 Development Process of the UMA Platform
30:06 Future of the UMA Offering
134 قسمت
Manage episode 439562105 series 2444271
Katie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors, joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient investment solutions.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
- Planning for Charitable Giving - Katie mentioned how UMAs are great tools for helping clients plan for charitable giving. Learn more about Donor Advised Funds on this episode with Adam Nash of Daffy.
- Dimensional Fund Advisors UMA Platform - This landing page offers a tremendous amount of insights into the new DFA platform for UMAs.
- The Trend Toward The Personalization of Investing At Scale - In this episode of the Augmented Advisor Podcast, Katie Hendrix and Shawn Jaberzadeh joined Mike Langford and John Prendergast, CEO of Blueleaf shortly after the launch of Dimensional's SMA solution.
Chapters
00:00 Introduction to the UMA Platform
14:17 Difference Between UMA and SMA
18:05 Development Process of the UMA Platform
30:06 Future of the UMA Offering
134 قسمت
All episodes
×
1 The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients 1:00:50

1 Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence 55:44

1 From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI 1:02:36

1 Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm 55:51

1 Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose 54:56

1 How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships 57:37


1 Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models? 45:02


1 Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth 37:15

1 Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients 47:53


1 Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice 57:45

1 Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data 45:38
به Player FM خوش آمدید!
Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.