Building a UMA Program for the Future: Key Perspectives from Past and Present 

Hear Charles River’s Randy Bullard and JP Morgan’s Eric Lordi discuss the evolution of Unified Managed Accounts (UMAs). They explore how the continuing evolution of wealth platforms and technology enable new investment features, operational efficiency, reduced complexity, and client value. Eric shares insights from his experience building UMA programs, focusing on business objectives, personalization, and household planning.