by Jeff Goodnow | Jul 21, 2020 | Podcasts, Union
The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk, podcast we break down the key steps to consider before taking the leap, including:...
by Jeff Goodnow | Jul 14, 2020 | Podcasts, Union
In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. For the season three premier of the Conquer Risk podcast, we discuss how we built Union to create a better experience point-by-point:...
by Manish Khatta | Jul 14, 2020 | Union
by Jeff Goodnow | Jul 14, 2020 | Podcasts, Union
The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor’s frustrations for years, and we’ve built this solution with one principle in mind – your business matters:...
by Jeff Goodnow | Apr 14, 2020 | Podcasts, Union
In a follow up to our Season Two premiere, we continue our series on “The Making of an Investment Platform.” It is an exciting experience to share this in-process, and we’re eager to provide several key updates in this episode including: Platform architecture Our...
