News

• November 15, 2011
  AdvisorOne: Schwab IMPACT 2011 interview with Barrett Ayers
  

  

News - Page 2

• October 28, 2011
  FUNDfire: What Criteria Should Drive Overlay Decision?
• April 1, 2011
  Financial Planning: Outsourcing to Grow
• February 18, 2011
  Business Wire: Adhesion Catapults Into the Top Ten Largest UMA Platforms in the U.S.
• September 28, 2010
  RIABiz: Adhesion's big RIA wins

News - Page 3

• September 27, 2010
  RIABiz: In automating wealth management, CapGroup choses Adhesion and Schwab
• September 1, 2010:
  WSJ: Independents Tap Unified Managed Accounts
• August 24, 2010:
  Financial Planning: Adhesion Offers Solutions Via iPad
• June 14, 2010:
  Wall Street Transcript: Outsourcing for Independent Financial Advisors

News - Page 4

• May 30, 2010:
  InvestmentNews: UMAs can boost advisers' efficiency
• May 17, 2010:
  RIABiz: How the breakaway movement is driving the outsourcing trend
• March 31, 2010:
  Adhesion Innovates the Design and Deployment of UMAs, Add Strategists
• March 30, 2010:
  WSJ Video: Outsourcing can help advisers with regulators

Adhesion Reporting Features:

Adhesion Investing Features:

Adhesion Outsourcing Features:

Adhesion Managing Features:

Richard Gill, VP Business Development and Acquisitions

"Adhesion has achieved a strong market position in working with independent wealth management firms. They have a great approach to helping RIA firms become more profitable and more effective in today's highly competitive environment."

The UMA Office

Bob Veres, Inside Information

Bob describes the practice management transformation of Adhesion-client American Economic Planning Group. "The theme of this article is an impressive gain in productivity and capabilities all arising from one decision [the selection of a UMA provider]" Read the full article here

Steven W. Kaye, President

"Adhesion has a cutting edge UMA platform that drives expense ratios down, tax management up and affords single-day rebalancing for all of our clients. We are commencing on a significant enhancement of our firm's total set of investment services."

Mike Scarborough, President

"Adhesion creates an investment performance reporting package and on-line experience that is second to none. Our clients get a much better product than we could deliver on our own."

Richard G. Sowden, Jr., CFA, Principal

"Adhesion provides a powerful delivery vehicle allowing us to laser focus our efforts towards constructing superior investment management services and expanded business development"

Chuck Bowes, CFP, Principal

"We were looking for a Portfoliocenter outsourcing partner who could provide the technology and infrastructure to support our sophisticated investment management process."

Peter A. Needham, CFP, Exec. VP

"AEPG is now able to offer private-labeled investment management to other wealth managers. Through leveraging Adhesion's platform we can offer cost effective investments and operational support to other RIAs, banks and CPA firms."

G. Michael Beduze, CFP, ChFC, Founder & CEO

"Relatively few investors have access to such an array of benefits and features. Through partnering with Adhesion, we have significantly expanded our firm's technological and investment management capabilities."

Greg Gardner, CFP, Founder

"Thanks for the major UMA upgrade, it will provide a drastic improvement in our efficiencies. I am not aware of anything else out there that competes."

Dick Smith, CEO and Founder

"Adhesion's approach to the integration of investment management services is ideally suited for our focus on providing the ultimate investment advisory services."