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Envestnet Partners with Nickelodeon to Bring the Intelligent Financial Life™ Undersea with SpongeBob SquarePants’ Character Mr. Krabs

Envestnet is partnering with Nickelodeon to take a closer look at SpongeBob SquarePants’ Mr. Krabs’ imagined finances in their latest brand campaign.

SMArtX Advisory Solutions Turnkey Asset Management Platform Builds its Ranks with 14 New Strategies

The SMArtX platform now supports 1,095 model-traded and manager-traded separate account strategies offered from a diverse group of 268 asset managers.

Dynamic Announces Strategic Partnership with CAIS

Dynamic advisors have access to CAIS’s end-to-end alternative investment solution, which includes a diversified menu of top-tier hedge funds and more.

Flexible Plan: What Do You Know About Risk-Managed Bond Portfolios?

We discuss the importance of dynamic risk management, the impact of short-term and long-term volatility on bond portfolios and more next week.

AssetMark: 6 Biggest Marketing Mistakes of Financial Advisors and What to Do Instead

Should you pause your marketing during a downturn? You're giving up a chance to reach investors who actively want help . . . when others go silent.

SEI: Investing Your Clients' Values

Many are well equipped to help clients navigate the landscape and provide advice in this area. Don’t hesitate to implement your own approach.