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#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
“The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we’ve seen over […]
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
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By Craig Iskowitz
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The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
“The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we’ve seen over […]
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
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