Faulkner4marketing Articles
What Is So Great About FinTech?
What Is So Great About FinTech?

The rapid expansion of financial technology solutions in recent years has purported to change the way advisors run their business.  From client profiling and risk assessment tools to digital onboarding and things as seemingly simple as e-signature, the FinTech industry has made tremendous strides towards streamlining workflows for modern wealth advisory practices. However, many advisors point […]

SMA vs UMA

Why Sleeves Are Easy and Inexpensive These two terms, Separately Managed Accounts (‘SMA”) and Unified Managed Accounts (‘UMA’), are used throughout the financial services industry. The fact that they are at times used interchangeably can cause confusion as to the true nature of the underlying structure of these accounts and the benefits/drawbacks inherent to each […]

Is It Time To Shift From Funds To Managed Accounts?
Is It Time To Shift From Funds To Managed Accounts?

How Technology Is Providing Better Value Managed Accounts have been in existence for decades, but the landscape is still dominated by derivative fund products in the form of mutual funds and, more recently, exchange traded funds (ETFs). However, technological innovation in the managed accounts industry has seen a rebirth of these solutions as advisors and […]