"ML Stern has a tremendous vision and passion for helping its financial advisors thrive in an extremely competitive environment," said James Vitalie, executive vice president, strategic development, at Curian. By selling Curians SMA platform, "ML Stern has positioned itself to benefit from the wave of growth occurring in that market segment."
Mickey Stern, CEO of ML Stern, said he decided to offer Curians SMAs, with their $25,000 account minimum, because of the growing interest in these products.
