Managed Portfolio Advisors is looking to new channels for its unified managed account offerings and has created a new management position to oversee the task. The firm is focusing on registered investment advisors, banks, trusts and small institutions. “People are realizing that UMAs make sense for a lot of clients and work in spaces other than retail,” said Curt Overway, president. John Bearce has been promoted to senior v.p. of business development and will focus on forming new overlay relationships in those channels.
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