The Wealth Advisor

(Jerry Wagner, Flexible Plan) Decisions.

We have to make them every day on a whole range of matters.

While most decisions seem to revolve around choosing between alternatives, another category of decisions tends to be more critical in the scheme of things.

The first type of decision is tactical. It often is reactive. It may rest in logic, but feelings are usually at the heart of it: “This just feels right.” “I like the look of this one.” “I’m feeling bad, and this makes me feel better.”

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 315 distinguished asset management firms.

(AssetMark) Do you know the most common liquidity pitfalls for advisors and key discovery questions to help you form a strategy that fits the unique goals of your clients? This blog takes a quick look at mistakes financial advisors sometimes make when helping their clients navigate the need for cash.

UX Wealth Partners is excited to announce the launch of its groundbreaking new platform, Xperience. This innovative platform is designed to empower financial advisors with advanced tools and technology, further enhancing their ability to deliver exceptional service and results to their clients.