Wealth Management Today

The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on Wealth Management Today and was written by Craig Iskowitz. "The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we've seen over […] The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on Wealth Management Today and was written by Craig Iskowitz.