Managed Accounts

Wealth Management Today is published by Ezra Group, a management consulting firm. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis. Check back every week for new content and sign up here to get the latest in your inbox.

The Top 10 WMToday Posts from 2014

At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way

Envestnet’s ENV2 Platform Delivers New UMA Features

Sliced bread.  The electric light bulb.  Indoor plumbing.  Unified Manged Accounts (UMA’s) were supposed to be better than these revolutionary inventions and a whole lot

Advice for Going Global with Managed Accounts

As the world has become flatter due to the effects of globalization, investors have felt pressure to diversify beyond their domestic markets.  Most financial firms

Active Management: Skill versus Luck

This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: John Thompson, Partner, Head