Replay
Maximizing the power of Unified Managed Accounts
November 16, 2022
Learn how to elevate your portfolio through the use of Unified Managed Accounts on Altruist. Watch Dasarte Yarnway, Head of Community at Altruist, Adam Grealish, Head of Investments at Altruist, and Alex Chalekian, CEO of Lake Avenue Financial, as they share tactical strategies on how to leverage UMAs so that you can create fully customizable portfolios, save time, cut costs, and serve your clients better.
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