Managed Account Marketing vs. Reality

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23 January 2015


  • Thanks for your comment, Pete. Where do you think responsibility for this data gap lies? With BDs keeping a death grip on client data? Or with the custodians? Does the MMI/Envestnet Model Messaging Hub ( offer a potential way forward?

  • Will,

    I can't speak to the advisors overblown marketing, but I can attest to the tech issues. And while vendors do gold some responsibility, I believe that the real issues have more to do with the institutions serving them. Just getting all the data via some standardized method is near impossible. It's 2015 and we're behaving like farmers using barbed wire and bailing twine to get the basics done. UMH should be ubiquitous just as householding became do in just a few short years. The tech vendors will follow the institutions if give a reason and a chance.