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55ip expands UMA capabilities for RIA channel

Wealth Management ·

  1. 155ip has expanded its RIA channel capabilities through managed and customized model portfolios and equity SMAs within UMAs.
  2. 2UMAs recorded a compound annual growth rate of 18.4% over five years through 2024.
  3. 3Net inflows for UMAs reached nearly 260 billion dollars over the five-year period through 2024.

So what's the key point?

55ip has broadened its asset management service capabilities. This service grew by 18.4 percent annually over five years and saw significant capital inflows.

Source Wealth Management · View original ↗

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