The Globe and Mail
July 21, 2025.
Susan O’Brien, Senior Wealth Advisor at Richardson Wealth, explains how separately managed accounts (SMAs) and unified managed accounts (UMAs) can allow advisors to delegate security selection while managing overall asset mix and portfolio strategy.
Susan highlights how these accounts can provide transparency, enable tax-loss harvesting, and allow clients to exclude specific companies or sectors based on personal preferences.
As clients look beyond investment performance, advisors are delivering advice tailored to goals, values, and life circumstances.
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