Fiserv weighs in on the trend toward UMA programs and model SMAs and the call for platform consolidation.

Asset growth in unified managed accounts (UMA) and model-delivered separately managed accounts (SMA) is surpassing other advisory programs and strategies according to a report from Cerulli Associates. Tirdad Shojaie, head of Product, Marketing and Business Strategy for Investment Services at Fiserv talked with FundFire and offered his perspective on why a consolidated platform contributes to advisory program growth.


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