The Making of Union UMA  (S2 E25)

The Making of Union UMA
(S2 E25)

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:...
Building a Multiple Manager Platform (S2 E15)

Building a Multiple Manager Platform (S2 E15)

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...
The Making of an Investment Platform (S2 E1)

The Making of an Investment Platform
(S2 E1)

In our season two debut, we begin a series on the next evolution of our business: What led us here Why now Our thought process What comes next Sharing the journey on the Podcast We hope you enjoy and follow us on this journey! Listen on Pippa Subscribe in Apple...