Do Your Clients Deposit Money into their Brokerage Accounts and Not Tell You? Clients do not always provide the same information flow that they may expect of their investment advisors. Events may change the impetus for a financial plan and investment decisions are...
UMAs are the Modern Day Evolution of Brokerage Account Structures Unified Managed Accounts (‘UMAs’) are the result of an industry that originated with brokers opening commission-based accounts with no access to third party managers which then migrated to SMAs with...
New functionality will integrate across The American Portfolios Advisory Platform to empower advisors with state-of-the-art UMA technology built for the modern advisor September 22, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a...
Unified Managed Account (UMA) Access to Crypto and Alternatives Earns SMArtX Industry Accolade WEST PALM BEACH, Fla., Sept. 16, 2020 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and...
Limited by Your Strategy Selection? Many firms these days call themselves turnkey asset management platforms (‘TAMPs’) but beneath the name there are ‘product’ TAMPs and ‘platform’ TAMPS. The difference? With a ‘product’ version, almost all the strategies are theirs...
Most Firms Don’t Know How Much Inaccurate Billing Costs Them – Do You?January 18, 2023