Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

High Growth Solutions for Models Only Programs

This post is a summary of a panel from the MMI Tech & Ops Conference. Moderator: Hereen Pathak, CTO, Vestmark Panelists: Tom Huddleston – SVP, Natixis Asset Management. Elba Cruz – Director of Overlay Portfolio Management, Morgan Stanley Smith Barney Andrew Rose – VP, Redi2 Technologies Josh Mayer – EVP, Managing Director Operations, EnvestNet. 13F/13G […]

RIAs Take Advantage of Discretion to Launch UMAs and Improve Efficiency

This is a summary from a session of the MMI Tech and Ops Conference with a panel made up of Registered Investment Advisors (RIAs).  The discussions centered around the use of Unified Managed Accounts (UMAs) and the advantages of discretionary versus non-discretionary accounts. Moderator: Roger Paradiso, Director/CIO, Managing Director, Morgan Stanley Smith Barney Panelists: Dan Sherman, […]

Diversify, Diversify, Diversify – 3 Ways to Help Advisory Products Succeed in Volatile Markets

“How can clients improve diversification in their portfolios?” was the question Roger Paradiso posed to those attending this session at the MMI Tech and Ops Conference 2011.  Client’s portfolios aren’t performing as expected and their needs aren’t being met, he said, they are looking for solutions. The recent rise in volatility in the market, he explained, combined with the […]