Shirl says: "We appreciate that YCharts has expanded its capabilities beyond research and investment tools, offering our advisor clients the ability to analyze portfolios, communicate effectively, and generate personalized meeting collateral for all types of conversations,”
The relationship has grown from a technology-only solution to a more comprehensive trust and wealth management platform over the last two decades. More ahead.
The relationship has grown from a technology-only solution to a more comprehensive trust and wealth management platform over the last two decades. More ahead.
One of the steps will be deciding which accounts to switch to fee-based and which are best to remain commission-based. Identifying clients who are compatible with the fee-based structure and who stand to benefit the most from comprehensive advisory services can go a long way toward a successful transition and long-term client satisfaction.
You don't need to brag about your back-office operations and partnerships but sometimes learning a little more about how you work can help your clients feel good about coming to you with their day-to-day financial concerns. Transparency feeds trust.
Evan Rapoport founded SMArtX Advisory Solutions in 2017 with a commitment to change the way managed accounts are administered. Under Mr. Rapaport's leadership SMArtX has become widely recognized as an industry leader in the managed accounts technology industry.
Some funds are zombies, bleeding assets and relevance with every day. The investment gurus at Flexible Plan Investments track every one as they hunt ever-better fits for their dynamic strategies. Want to know which ones they mark as "off limits?"
