You are able to gift 5 more articles this month. Anyone can access the link you share with no account required. Learn more. Set to open later this year, the 20,000-square-foot University of Maine at ...

Unified managed accounts (UMAs) and separately managed accounts (SMAs) are two account types that offer high-net-worth clients more control and flexibility than mutual funds. Both options let you ...

Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

The unified managed account has undergone a quiet but powerful evolution over the past two decades as managed accounts continue their journey to client centricity. What began as a tool to enhance the ...