About the Episode

One of the growing trends in the advisory profession is outsourced investment management – specifically using a unified managed account (UMA) platform. Many advisors have found that those solutions optimized their practices and helped deliver better investment outcomes for clients. I am speaking today the leader of one of the most popular solutions in that market, and we will discuss the trends and disruptors that advisors should prepare for over the coming decade.

About our Guest

Barrett Ayers is the president of Adhesion Wealth Advisor Solutions. Barrett joined Adhesion in 2004 and is one of its original founders. As president of Adhesion, Barrett oversees strategic direction and long-term growth plans for the organization.

Show Notes

Here is a link to the Adhesion web site.