Jan 8, 2019
Advisors: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...
Dec 11, 2018
The rapid expansion of financial technology solutions in recent years has purported to change the way advisors run their business. From client profiling and risk assessment tools to digital onboarding and things as seemingly simple as e-signature, the FinTech...
Nov 13, 2018
Why Sleeves Are Easy and Inexpensive These two terms, Separately Managed Accounts (‘SMA”) and Unified Managed Accounts (‘UMA’), are used throughout the financial services industry. The fact that they are at times used interchangeably can cause confusion as to the true...
Feb 6, 2018
February 7th, 2018 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading Turnkey Asset Management Platform (TAMP), today announced the expansion of its direct indexing with 14 new models from S-Network Global Indexes, including the Thomson...
Dec 19, 2017
Recent developments in the large brokerage house space have made it more difficult for advisors to go independent, just as technology and the shift from a brokerage to a fee–based business has motivated advisors to start their own shop. Low payouts, increased red...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?April 25, 2024