SMArtX Virtual Awards Strategy Spotlight – Dana Investments

  Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Duane Roberts, Portfolio Manager at Dana Investments, winner of the SMArtX Virtual Award for ESG/SRI Strategy of the Year. Watch the Dana Investments Webinar   Dana...

SMArtX Virtual Awards Firm Spotlight – Franklin Templeton

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Sam Marciano, Head of SMA Distribution for Franklin Templeton, platinum sponsor of the SMArtX 2022 Virtual Awards. Watch the Franklin Templeton Webinar   Franklin Templeton is a...

Does Your Choice of Trading Technology Fulfill Your Fiduciary Duty?

With increased SEC scrutiny on fiduciary responsibility and doing what’s best for your clients, questions continue to percolate around allocating to third party strategies, in particular the efficiency and timing of trading and steps taken to reduce variability...