Many of your clients may have already asked about SECURE 2.0, as it reached news headlines in the past year. Skip the lengthy breakdown and the lingo.
Dearborn Partners and Ativo Capital Management are new to SMArtX, while Matrix Asset Advisorand Kensington Analytics each added new strategies.
Crypto is a rapidly evolving marketplace with new applications emerging all the time, and the entire category appears to hold fascinating potential.
Your clients are craving your expertise and reassurance, and they want you to deliver both via a personalized digital environment. It's easier now.
Gavin Spitzner, TAMP consultant and friend of the Wealth Advisor, lost his fight with leukemia a few weeks ago. The industry is already less vibrant.
The flexible solution supports advisor independence by delivering tools that enable advisors to excel, through a fair and transparent pricing model.
Advisors need to be watchful for the latest solutions in the industry to provide deeper service and determine how they plan to deploy new technology.
