News

• 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
• May 30, 2010:
  InvestmentNews: UMAs can boost advisers' efficiency

News - Page 2

• 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
• March 22, 2010:
  Barron's: Does your advisor have your assets in a UMA?

News - Page 3

• March 18, 2010:
  RIABiz: Adhesion staffs up to haul in bigger fish in the outsourcing market
• January, 2010:
  The UMA Office by Bob Veres, Inside Information
• November 20, 2009:
  Lunt announces tactical ETF strategies on the Adhesion Platform
• July 16, 2009:
  Core Plus Fixed Income Strategy from Sage Now Available Via Adhesion's WealthADV

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

Congratulations!

for winning the prestigious Pacesetter Award at Schwab’s Impact-2009, recognizing HWA’s industry leadership in practice management and business growth. In 4 years, HWA has expanded over 300% in both AUM and revenue.

A valued Adhesion client since 2006

Steven W. Kaye, President

"WealthADV is 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

"WealthADV is 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 WealthADV 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."

Joel Bruckenstein, Morningstar Advisor

"Client deliverables are excellent. They are aesthetically pleasing, with nice layouts and ample graphics. Of equal importance, they can be customized and branded by the individual advisory firm."