http://wealthfly.com/blog/2007/11/28/unified-managed-accounts/ A blog for investment advisors, brokers and financial planners. Tue, 06 Jan 2009 09:18:41 +0000 http://wordpress.org/?v=2.3.3 http://wealthfly.com/blog/2007/11/28/unified-managed-accounts/#comment-516 mihir Sun, 02 Dec 2007 07:21:34 +0000 http://wealthfly.com/blog/2007/11/28/unified-managed-accounts/#comment-516 In case of UMA what kind of reporting do you expect? Do I get a performance report at the sleeve level? If yes, how can you mantain accounting integrity of the data i.e. would you do FIFO at the sleeve level or at the account level? thanks. In case of UMA what kind of reporting do you expect? Do I get a performance report at the sleeve level? If yes, how can you mantain accounting integrity of the data i.e. would you do FIFO at the sleeve level or at the account level? thanks.

]]> http://wealthfly.com/blog/2007/11/28/unified-managed-accounts/#comment-508 Matt Abar Wed, 28 Nov 2007 22:30:28 +0000 http://wealthfly.com/blog/2007/11/28/unified-managed-accounts/#comment-508 I think I'll disagree about the marketing gimmick. Separate accounts are hard to manage because you have to do an account-to-account transfer whenever you want to change the manager percentages. When everything is sitting in the same account, its much easier. I think I’ll disagree about the marketing gimmick. Separate accounts are hard to manage because you have to do an account-to-account transfer whenever you want to change the manager percentages. When everything is sitting in the same account, its much easier.

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