SMArtX Advisory Solutions AUM Reaches $27.41 Billion
Conditions YTD significantly tested legacy managed accounts investment technologies and SMArtX realized momentous AUM increases. No real surprise!
Recent
Smartleaf Asset Management Now Powers Everence Faith-Based Accounts
Direct indexing technology provides the capability to run personalized values-driven portfolios more efficiently than ever. It's a game changer.
Envestnet: Medicare Can Be Part Of An Intelligent Financial Life
Most clients aren’t surprised if their advisor asks them questions about their investing, insurance, or credit needs. But what about healthcare?
Orion Talks Retirement Income Psychology On Thursday
Retirement legends Alex Murguia and Wade Pfau will be on hand to talk about how to help clients figure out how they want to spend down accounts.
Flexible Plan: Embracing Risk Management In Uncertain Markets
A tremendous amount of time is devoted to understanding the qualitative, emotional, and behavioral side of how their clients view risk.
Adhesion: Time To Supercharge The Direct Index Approach
Maybe you know the basic principles. Now it's time to deploy truly sophisticated techniques to get your clients the best outcomes possible
Dynasty: Seven Leading Cincinnati Wealth Executives Create DayMark Wealth Partners, An Independent Wealth Management Boutique
We believe they are the type of firm that represents the wealth management boutique of the future, Shirl Penney says. Fast growth is on the agenda.
