Tactive is Set to Launch New WealthTech Platform this Week
The financial services market is ready for a shakeup, and Tactive is about to give it to them as the CEO goes all in on next-generation platform.
Recent
GeoWealth Launches Investment Consulting Division, Introduces Manager Portal & Expands Model Marketplace
GeoWealth has responded by expanding its model marketplace, increasing its vetted manager menu by over 200 percent and adding a consulting operation.
Envestnet Embedded Finance is Here: Who’s Doing It, What It Means
Embedded finance will make financial services more accessible for consumers, opening new partnership/referral opportunities for advisors.
intelliflo: Defend Against Volatility With Robust Rebalancing
As part of keeping their clients calm, many advisors have responded to volatility with automated rebalancing and tax-loss harvesting.
Adhesion: Start With the End in Mind
Some of the decisions you make on day one can sometimes be difficult to unwind down the road. It would help if you thought of the move in two phases.
SMArtX Advisory Solutions Wins Two 2022 Wealth Management Industry Awards
SMArtX was recognized for its extensive model marketplace, which features over 1,100 strategies offered in a sleeved UMA with a OCIO overlay.
