SMArtX 2022 Virtual Award Winners Include Flexible Plan, Rareview
Carefully curated ecosystem now supports nearly 1,000 strategies, but only 11 rose to the top in a volatile year . . . including a few familiar names.
Recent
Envestnet Cools Buyout Rumors
While a private equity sale may open doors, leading TAMP's stock has always been its main tool of M&A. Bill Crager seems reluctant to change that now.
AssetMark: Outsourcing The Office (Front, Middle, Back)
What do advisors delegate to outside partners? Numbers speak louder than theory . . . especially when it comes to revealing what's missing.
SmartLeaf: Direct Index Objections Deflated
Direct indexing is efficient and scalable. Why would anyone stay in conventional ETFs and index funds, assuming their partners can handle the details?
Virtue Capital Management Doubled AUM In The Pandemic . . . And Is Just Getting Started
I'm suspecting we'll see that number officially double again before too long. One look at their America's Best TAMPs profile will reveal why.
Dynamic Advisor Solutions: IAR Or RIA?
Tough talk: which professional path is best for where you are in your career and where you want to go from here? Match yourself against these models.
The New TAMP Digital Dashboard Is Up And Running
While the guide makes a good textbook impression of the industry at a fixed moment in time, the Dashboard constantly updates on 21 top platforms.
