Understanding a UMA platform and How it Can Assist with the Fiduciary Standard with Mark Boothe - a podcast by Ivan Barretto, Megan Campbell, and Collin OBryant

Understanding a UMA platform and How it Can Assist with the Fiduciary Standard

Topic I – Introduction Topic II - Model vs. Customized of Portfolios Topic III - Aggregation Topic IV - Technology Trend Topic V – Closing Comments

Guest Speaker Information Mark Boothe, Regional Vice President of Sales TCA by E*Trade Website: https://www.trustamerica.com/ Phone: 972-658-9503 Email: mark.boothe@etrade.com Mark BootheLinkedIn: https://www.linkedin.com/in/markboothe/ Company Linkedin: https://www.linkedin.com/company/tcabyetrade/

RIA Compliance Concepts Toll Free: 1-833-RIACCIO Email: info@riacc.io Website: www.riacc.io LinkedIn: https://www.linkedin.com/company/25040493/admin/updates/ Twitter: https://twitter.com/RIAComplyCEP Facebook: https://www.facebook.com/RIAComplianceConcepts/ Instagram: https://www.instagram.com/riacomplianceconcepts/ Google+: https://aboutme.google.com/b/118267280728866485410/

Host Information Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/

Collin O’Bryant, Senior Consultant LinkedIn: https://www.linkedin.com/in/collin-o-bryant-485416a1/

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Website of Ivan Barretto, Megan Campbell, and Collin O'Bryant