Dimensional Fund Advisors’ Katie Hendrix and Bryce Skaff dive into the firm’s new UMA platform.

In this episode:

• Differences between unified managed accounts, separate accounts, and direct indexing.
• A look inside UMA platform technology.
• How UMAs address tax considerations.

You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

 

Additional resources:

Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/tax-managed-separate-accounts

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

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