Mar 30, 2022
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...
Mar 25, 2022
Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Jerry Wagner, Founder and President of Flexible Plan, winner of the Strategist of the Year for the SMArtX 2022 Virtual Awards. Watch the Flexible Plan Webinar Flexible Plan focus is...
Mar 25, 2022
Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Eric Mueller, Director and Model Portfolio Strategist at Blackrock, platinum sponsor of the SMArtX 2022 Virtual Awards. Watch the Webinar Blackrock is the world’s largest asset...
Mar 21, 2022
In this webinar, SMArtX CEO Evan Rapoport sits down with Parker Binion, Portfolio Manager at AXS Investments, the winner of the Alternative Strategy of the Year for the SMArtX 2022 Virtual Awards. Watch the Webinar AXS Investments’ investment goal is to beat bull...
Mar 11, 2022
In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Anthony Sassine, Senior Investment Strategist at Krane Shares, a platinum sponsor of the Virtual Awards. Evan and Anthony discuss the massive investment opportunity that is...
Mar 11, 2022
In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Michael Torres, CEO of Adelante Capital Management, to discuss winning Real Estate Strategy of the Year. Evan and Michael talk about Adelante’s approach to real estate...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?April 25, 2024