Eckhardt and Dennis proved that trading could indeed be taught and successfully carried on once the traders learned to use rules and discipline to cut through the noise of emotions and intuition. Now advisors on the FPI platform can share the results with their clients.
Dynasty's Model Select program is a turnkey solution utilizing top-down portfolio construction, pairing quantitative signals with qualitative insights to build portfolios using passive and active strategies.
The Dynasty Connect Survey lays bare the reality that, emotionally, breaking up with a financial advisor is hard for many investors to do, even though, legally, making that switch is straightforward and can often be facilitated by the new advisor.
Columbia Threadneedle Investments, First Trust Direct Indexing, Innovator Capital Management, and Krilogy Portfolio Solutions added strategies spanning across multiple categories.
Despite a number of so-called existential threats from low-cost advice providers like robo-advisors, volatile markets and increased competition, the “price” of a typical wealth management service offering has remained at 1% for the first million dollars in assets managed.
The very wealthy have always had the option to have their portfolios managed this way. SAM’s offering makes it possible for advisors to offer this service to all clients, of every size.
With the partnership, GeoWealth, a proprietary technology and turnkey asset management platform serving the RIA channel, will provide advisors with intuitive workflows, efficient reporting tools, and comprehensive investment management capabilities.
