TAMPs

The VQ creates a Values Persona for an individual investor by identifying personality categories based on actions an individual considers in their daily life. The Values Persona helps advisors customize investment portfolios according to their client’s personal values. The impact report enables an advisor to differentiate their practice by utilizing transparent data and simple metrics to demonstrate how these custom portfolios align with a client’s or prospective client’s specific values.

While many registered investment advisors believe they are growing organically, it is essential to look beyond the surface and examine the underlying factors driving expansion of their business.Let’s examine some common pitfalls that RIAs can overcome to avoid stagnation and ignite growth.

The SMArtX platform also welcomes one addition from existing asset management firm AthenaInvest Advisors, that introduced their Market Rotation model strategy. It is designed to tactically rotate among markets based on investor behavior.

The integration between FusionIQ and Blueleaf aims to empower financial advisors and institutions with comprehensive tools for seamless digital transformation and enhanced user experience (UX) for advisors and the clients they serve.

Game theory is proving to have an incredibly far-reaching potential impact on how we view relationships, and the systems within those relationships which lead to beneficial outcomes. When it comes to investing, relationships (between people, products, indexes, etc) and beneficial outcomes, cannot be overstated.

Smartleaf will also record client preferences—ESG screens and not selling highly-appreciated legacy assets—when advisors use Smartleaf to create direct indexing portfolios. The software knows what the client doesn’t want to sell when making tax alpha recommendations. There are preset ESG screens that can be modeled before making trades.

Making the transition? Here's a comprehensive guide for financial advisors on how to successfully make the transition from a commission-based model to a fee-based structure. We will explore the advantages of fee-based compensation, the necessary steps for implementation, and strategies to navigate potential challenges along the way.