The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

SMArtX Advisory Solutions Expands Manager Marketplace with 12 New Strategies from Seven Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 12 new strategies from seven leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,514 strategies from 318 distinguished asset management firms.

GeoWealth Increases Investment Options by 400%, Rolls Out New Free Portfolios

GeoWealth, an award-winning proprietary technology and turnkey asset management platform (TAMP), today announced a 400 percent increase in investment options available via its model marketplace and custom unified managed account (UMA) program since 2022. The expansion of its investment offering underscores the company’s commitment to providing registered investment advisors (RIAs) with more choice and flexibility.

The Wealth Advisor

Contributor

SMArtX Advisory Solutions Expands Manager Marketplace with 12 New Strategies from Seven Leading Asset Management Firms

GeoWealth Increases Investment Options by 400%, Rolls Out New Free Portfolios

Ex-Goldman CFO Returns To Wall Street Atop $55 Billion Housing Giant

D.C. Area Halpern Financial Acquired by MAI Capital Management

Hedge Funds Bought Yen Right Before Biggest Drop In 15 Years