UMA Framework
Our Group President of Solutions & Co-CIO, Dana D’Auria, highlights the shift from basic portfolio tools to scalable, outsourced solutions—balancing advisor autonomy with home office oversight for evolving portfolio needs.
Our Group President of Solutions & Co-CIO, Dana D’Auria, highlights the shift from basic portfolio tools to scalable, outsourced solutions—balancing advisor autonomy with home office oversight for evolving portfolio needs.