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October 5, 2026 • 4 min read

Householding vs. UMAs: How advisors can determine the right fit

by Albina Nishani, VP, Enterprise Solutions Lead

A question of order for client accounts A UMA organizes multiple investment strategies within a single custodial account. Householding coordinates decisions across multiple legal accounts belonging to a client or family. Both create order, but at different levels of magnitude.  One way to picture the difference is to think of a UMA as a mixed-use…

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One of the most transformational trends in wealth management today is the adoption of investment models by financial advisors. Read this white paper to learn the benefits of using models to build and scale your own practice.

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No client wants to see their portfolio fall in value, but tax-loss harvesting may be able to provide a silver lining for investors.

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Managing Capital Gains to Improve Client Portfolios

Taxable accounts can be difficult to manage, especially when you want to move a client into a new portfolio or change their asset allocation. Capital gains taxes can eat away at the value of a portfolio, putting your client’s long-term investment objectives out of reach.

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