SMArtX UMA Platform Surges with the Addition of 54 Strategies
These strategies offer access to long-only models and thematic indices, enabling RIAs to construct portfolios with lower correlation and volatility.
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Orion Advisor Solutions Announces Wealth Management Leadership Updates
Shelby Perez will spearhead all Wealth Management product launches, ultimately ensuring a curated top-tier offering and enhanced advisor experience.
Smartleaf Asset Management Saved RIA Clients 2.86% In Taxes Last Year
The numbers are in. On average, using SAM helped advisors justify their fees and even add value despite a lousy year in the investment markets.
Dynasty Financial Partners and MarketCounsel Announces Second Strategic Investment Round In SmartRIA®
Dynasty will continue to selectively make investments in the RIA ecosystem in assets that add value to affiliated advisors and the clients they serve.
Dynamic Announces Asset Management Promotions
Under Etus’ leadership, Dynamic refined its philosophy to deliver a consistent, institutional-level portfolio experience for advisors and clients.
intelliflo: Make Tax-Smart Rebalancing Part of Your Value Proposition
While market volatility wreaked havoc on investors in 2022, investment advisors have had a major opportunity to deploy tax-smart rebalancing tactics.
AssetMark: How Leading Financial Advisors Answer The Toughest Client Questions
Talking to clients in a volatile market can be difficult and uncomfortable. But having these conversations is necessary to sustain confidence.
