Tag: Managed accounts

Adhesion Adds Turnkey Option to UMA Offering

Adhesion Wealth Advisor Solutions Inc., a provider of unified managed accounts (UMAs) for independent registered investment advisers (RIAs), has added a “do-it-for-me” option to its UMA program.

IMHO: Goal Lines

Heading into Super Bowl weekend, a new report focused attention on another “contest.”

AISG Partners with Bandon Capital Management

Investment management company Bandon Capital Management, LLC, announced a new relationship with American Independent Securities Group, LLC (AISG), enabling AISG advisers to access Bandon’s flagship investment strategy.