clarity | vision for the future
kasina is a trusted consultant to distribution leaders of the asset management and insurance industries. Our innovative approach to distribution has impacted over 100 firms that comprise over $8 trillion in assets under management.
blog:
news & events:
fa vision "nugget of the week":
- Advisors at the traditional wirehouses did 8.3% of their business over the past year in unified managed accounts (UMAs), up from 6.2% the prior year. Wirehouse reps anticipate doing 11.7% of their business over the coming year in UMAs.
- Visit the Nugget Archive
