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...
Aug 7, 2017
(Wealth Management Today) This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and...
Jul 1, 2017
(Financial Advisor) Technology has revolutionized the financial industry, from Wall Street to Main Street, and wealth management is no different. Robo-advisors threatened wealth managers with scalability and ease of use, while unified managed accounts (“UMA”)...
Apr 10, 2017
There are many misconceptions about alternatives. Investors either have wrong assumptions concerning their nature and function in individual portfolios, or their availability, thinking alts are not affordable and available only to ultra-high-net-worth individuals or...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?April 25, 2024